Wealthspire Advisors (Maryland)’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 |
-11,175
| Closed | -$902K | – | 2639 |
|
2017
Q2 | $902K | Buy |
11,175
+402
| +4% | +$32.4K | 0.11% | 131 |
|
2017
Q1 | $865K | Sell |
10,773
-1,663
| -13% | -$134K | 0.12% | 110 |
|
2016
Q4 | $913K | Buy |
12,436
+316
| +3% | +$23.2K | 0.14% | 108 |
|
2016
Q3 | $812K | Sell |
12,120
-232
| -2% | -$15.5K | 0.13% | 116 |
|
2016
Q2 | $800K | Buy |
12,352
+790
| +7% | +$51.2K | 0.13% | 114 |
|
2016
Q1 | $732K | Sell |
11,562
-746
| -6% | -$47.2K | 0.13% | 115 |
|
2015
Q4 | $820K | Buy |
+12,308
| New | +$820K | 0.15% | 103 |
|