WCA
DD
Westover Capital 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 |
-5,291
| Closed | -$427K | – | 130 |
|
|
2017
Q2 | $427K | Sell |
5,291
-231
| -4% | -$18.6K | 0.28% | 73 |
|
|
2017
Q1 | $444K | Buy |
5,522
+36
| +0.7% | +$2.9K | 0.3% | 77 |
|
|
2016
Q4 | $403K | Sell |
5,486
-283
| -5% | -$20.8K | 0.29% | 72 |
|
|
2016
Q3 | $386K | Buy |
5,769
+35
| +0.6% | +$2.34K | 0.29% | 76 |
|
|
2016
Q2 | $372K | Sell |
5,734
-115
| -2% | -$7.46K | 0.3% | 69 |
|
|
2016
Q1 | $370K | Sell |
5,849
-316
| -5% | -$20K | 0.31% | 69 |
|
|
2015
Q4 | $411K | Hold |
6,165
| – | – | 0.34% | 70 |
|
|
2015
Q3 | $297K | Hold |
6,165
| – | – | 0.26% | 73 |
|
|
2015
Q2 | $394K | Buy |
6,165
+71
| +1% | +$4.54K | 0.31% | 71 |
|
|
2015
Q1 | $436K | Buy |
6,094
+1,612
| +36% | +$115K | 0.35% | 68 |
|
|
2014
Q4 | $331K | Sell |
4,482
-540
| -11% | -$39.9K | 0.28% | 73 |
|
|
2014
Q3 | $360K | Sell |
5,022
-453
| -8% | -$32.5K | 0.29% | 75 |
|
|
2014
Q2 | $358K | Sell |
5,475
-108
| -2% | -$7.06K | 0.3% | 73 |
|
|
2014
Q1 | $375K | Hold |
5,583
| – | – | 0.35% | 66 |
|
|
2013
Q4 | $363K | Buy |
5,583
+90
| +2% | +$5.85K | 0.35% | 60 |
|
|
2013
Q3 | $322K | Buy |
+5,493
| New | +$322K | 0.33% | 60 |
|