WIA
DD
Westbourne Investment Advisors’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 |
-13,075
| Closed | -$1.06M | – | 106 |
|
|
2017
Q2 | $1.06M | Sell |
13,075
-700
| -5% | -$56.5K | 0.86% | 39 |
|
|
2017
Q1 | $1.11M | Sell |
13,775
-1,400
| -9% | -$113K | 0.91% | 37 |
|
|
2016
Q4 | $1.11M | Sell |
15,175
-400
| -3% | -$29.4K | 0.97% | 36 |
|
|
2016
Q3 | $1.04M | Sell |
15,575
-5,275
| -25% | -$353K | 0.92% | 39 |
|
|
2016
Q2 | $1.35M | Sell |
20,850
-3,360
| -14% | -$218K | 1.22% | 26 |
|
|
2016
Q1 | $1.53M | Sell |
24,210
-4,350
| -15% | -$275K | 1.47% | 22 |
|
|
2015
Q4 | $1.9M | Sell |
28,560
-3,845
| -12% | -$256K | 1.84% | 18 |
|
|
2015
Q3 | $1.56M | Sell |
32,405
-745
| -2% | -$35.9K | 1.57% | 21 |
|
|
2015
Q2 | $2.12M | Buy |
+33,150
| New | +$2.12M | 1.93% | 12 |
|