WealthPLAN Partners’s Du Pont De Nemours E I DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,775
| Closed | -$385K | – | 205 |
|
|
2017
Q2 | $385K | Buy |
4,775
+4,011
| +525% | +$323K | 0.11% | 121 |
|
|
2017
Q1 | $61.5K | Buy |
+764
| New | +$61.5K | 0.21% | 90 |
|
|
2016
Q3 | $409K | Sell |
6,119
-9,023
| -60% | -$603K | 0.13% | 95 |
|
|
2016
Q2 | $492K | Buy |
+15,142
| New | +$492K | 0.06% | 206 |
|
|
2015
Q4 | $1.07M | Buy |
+48,068
| New | +$1.07M | 0.17% | 95 |
|
|
2015
Q2 | $1.22M | Sell |
20,151
-4,528
| -18% | -$275K | 0.54% | 29 |
|
|
2015
Q1 | $1.68M | Buy |
+24,679
| New | +$1.68M | 0.78% | 29 |
|