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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-4,581
Closed -$370K 314
2017
Q2
$370K Sell
4,581
-311
-6% -$25.1K 0.13% 165
2017
Q1
$393K Sell
4,892
-75
-2% -$6.03K 0.14% 153
2016
Q4
$365K Sell
4,967
-291
-6% -$21.4K 0.15% 141
2016
Q3
$352K Buy
+5,258
New +$352K 0.13% 160