AWM
Aevitas Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,231
| Closed | -$65K | – | 151 |
|
|
2019
Q1 | $65K | Buy |
1,231
+3
| +0.2% | +$158 | 0.06% | 167 |
|
|
2018
Q4 | $66K | Sell |
1,228
-687
| -36% | -$36.9K | 0.07% | 153 |
|
|
2018
Q3 | $123K | Buy |
1,915
+330
| +21% | +$21.2K | 0.11% | 130 |
|
|
2018
Q2 | $104K | Buy |
1,585
+482
| +44% | +$31.6K | 0.1% | 133 |
|
|
2018
Q1 | $70K | Buy |
1,103
+23
| +2% | +$1.46K | 0.07% | 157 |
|
|
2017
Q4 | $77K | Buy |
+1,080
| New | +$77K | 0.07% | 152 |
|