9WM
9258 Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,782
| Closed | -$225K | – | 364 |
|
|
2021
Q4 | $225K | Buy |
+2,782
| New | +$225K | 0.05% | 334 |
|
|
2021
Q3 | – | Sell |
-2,879
| Closed | -$223K | – | 349 |
|
|
2021
Q2 | $223K | Buy |
2,879
+268
| +10% | +$20.8K | 0.06% | 312 |
|
|
2021
Q1 | $202K | Sell |
2,611
-437
| -14% | -$33.8K | 0.06% | 311 |
|
|
2020
Q4 | $217K | Buy |
+3,048
| New | +$217K | 0.07% | 276 |
|
|
2020
Q1 | – | Sell |
-3,290
| Closed | -$211K | – | 284 |
|
|
2019
Q4 | $211K | Buy |
+3,290
| New | +$211K | 0.08% | 274 |
|
|
2019
Q2 | – | Sell |
-6,860
| Closed | -$366K | – | 184 |
|
|
2019
Q1 | $366K | Buy |
6,860
+622
| +10% | +$33.2K | 0.31% | 105 |
|
|
2018
Q4 | $334K | Buy |
+6,238
| New | +$334K | 0.32% | 102 |
|