WESPAC Advisors SoCal’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-72
| Closed | -$9K | – | 343 |
|
2018
Q3 | $9K | Buy |
+72
| New | +$9K | ﹤0.01% | 242 |
|
2017
Q1 | – | Sell |
-16
| Closed | -$1.89K | – | 252 |
|
2016
Q4 | $1.89K | Hold |
16
| – | – | ﹤0.01% | 237 |
|
2016
Q3 | $1.71K | Sell |
16
-184
| -92% | -$19.7K | ﹤0.01% | 258 |
|
2016
Q2 | $20K | Hold |
200
| – | – | 0.01% | 158 |
|
2016
Q1 | $20.5K | Buy |
200
+184
| +1,150% | +$18.9K | 0.02% | 155 |
|
2015
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 242 |
|