WFG Advisors’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $810K | Buy |
6,363
+799
| +14% | +$102K | 0.18% | 130 |
|
2017
Q1 | $713K | Sell |
5,564
-1,014
| -15% | -$130K | 0.19% | 126 |
|
2016
Q4 | $759K | Sell |
6,578
-1,938
| -23% | -$224K | 0.19% | 144 |
|
2016
Q3 | $890K | Buy |
8,516
+954
| +13% | +$99.7K | 0.22% | 110 |
|
2016
Q2 | $758K | Sell |
7,562
-207
| -3% | -$20.7K | 0.2% | 119 |
|
2016
Q1 | $797K | Sell |
7,769
-592
| -7% | -$60.7K | 0.23% | 107 |
|
2015
Q4 | $868K | Buy |
8,361
+470
| +6% | +$48.8K | 0.26% | 94 |
|
2015
Q3 | $675K | Sell |
7,891
-4,091
| -34% | -$350K | 0.21% | 109 |
|
2015
Q2 | $1.24M | Sell |
11,982
-77
| -0.6% | -$7.95K | 0.34% | 62 |
|
2015
Q1 | $1.17M | Sell |
12,059
-1,169
| -9% | -$113K | 0.33% | 63 |
|
2014
Q4 | $1.22M | Buy |
13,228
+3,658
| +38% | +$337K | 0.25% | 89 |
|
2014
Q3 | $1.01M | Buy |
9,570
+1,173
| +14% | +$124K | 0.19% | 120 |
|
2014
Q2 | $872K | Buy |
8,397
+349
| +4% | +$36.2K | 0.16% | 152 |
|
2014
Q1 | $789K | Sell |
8,048
-2,137
| -21% | -$210K | 0.16% | 163 |
|
2013
Q4 | $912K | Sell |
10,185
-104
| -1% | -$9.31K | 0.13% | 180 |
|
2013
Q3 | $797K | Sell |
10,289
-1,177
| -10% | -$91.2K | 0.12% | 195 |
|
2013
Q2 | $744K | Buy |
+11,466
| New | +$744K | 0.12% | 194 |
|