Altium Wealth Management’s DuPont de Nemours DD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$520K Hold
9,360
0.04% 233
2022
Q1
$689K Buy
9,360
+2,626
+39% +$193K 0.04% 207
2021
Q4
$544K Buy
6,734
+201
+3% +$16.2K 0.04% 236
2021
Q3
$444K Buy
6,533
+128
+2% +$8.7K 0.03% 245
2021
Q2
$496K Buy
6,405
+1,263
+25% +$97.8K 0.04% 230
2021
Q1
$397K Buy
5,142
+1,327
+35% +$102K 0.03% 259
2020
Q4
$271K Buy
+3,815
New +$271K 0.02% 300
2020
Q1
Sell
-4,357
Closed -$280K 333
2019
Q4
$280K Buy
4,357
+467
+12% +$30K 0.03% 230
2019
Q3
$277K Buy
3,890
+159
+4% +$11.3K 0.04% 224
2019
Q2
$280K Sell
3,731
-1,671
-31% -$125K 0.04% 223
2019
Q1
$581K Sell
5,402
-199
-4% -$21.4K 0.09% 146
2018
Q4
$604K Buy
5,601
+903
+19% +$97.4K 0.12% 128
2018
Q3
$610K Buy
4,698
+1,069
+29% +$139K 0.12% 139
2018
Q2
$483K Buy
3,629
+417
+13% +$55.5K 0.13% 120
2018
Q1
$413K Buy
3,212
+511
+19% +$65.7K 0.16% 100
2017
Q4
$388K Buy
+2,701
New +$388K 0.18% 94