WealthPLAN Partners’s Du Pont De Nemours E I DD Stock Holding History

WealthPLAN Partners’s Portfolio DD Stock Details DD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-4,775	Closed	-$385K	–	208
2017 Q2	$385K	Buy	4,775 +4,011	+525%	+$321K	0.11%	121
2017 Q1	$61.5K	Buy	+764	New	+$59.3K	0.21%	90
2016 Q3	$409K	Sell	6,119 -9,023	-60%	-$613K	0.13%	95
2016 Q2	$492K	Buy	+15,142	New	+$994K	0.06%	206
2015 Q4	$1.07M	Buy	+48,068	New	+$3.05M	0.17%	95
2015 Q2	$1.22M	Sell	20,151 -4,528	-18%	-$305K	0.54%	29
2015 Q1	$1.68M	Buy	+24,679	New	+$1.76M	0.78%	29

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Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return