Winch Advisory Services’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 |
-180
| Closed | -$15K | – | 342 |
|
2017
Q2 | $15K | Hold |
180
| – | – | 0.01% | 169 |
|
2017
Q1 | $14K | Hold |
180
| – | – | 0.01% | 162 |
|
2016
Q4 | $13K | Hold |
180
| – | – | 0.01% | 141 |
|
2016
Q3 | $12K | Hold |
180
| – | – | 0.01% | 145 |
|
2016
Q2 | $12K | Hold |
180
| – | – | 0.01% | 136 |
|
2016
Q1 | $11K | Sell |
180
-46
| -20% | -$2.81K | 0.02% | 117 |
|
2015
Q4 | $15K | Buy |
226
+1
| +0.4% | +$66 | 0.02% | 105 |
|
2015
Q3 | $11K | Sell |
225
-10
| -4% | -$489 | 0.02% | 117 |
|
2015
Q2 | $14K | Sell |
235
-51,779
| -100% | -$3.08M | 0.01% | 161 |
|
2015
Q1 | $3.53M | Sell |
52,014
-14,285
| -22% | -$969K | 2.06% | 15 |
|
2014
Q4 | $4.66M | Sell |
66,299
-4,126
| -6% | -$290K | 2.53% | 12 |
|
2014
Q3 | $4.8M | Sell |
70,425
-5,329
| -7% | -$363K | 3.08% | 11 |
|
2014
Q2 | $4.71M | Buy |
75,754
+2,627
| +4% | +$163K | 2.76% | 10 |
|
2014
Q1 | $4.66M | Buy |
+73,127
| New | +$4.66M | 2.95% | 9 |
|