AWM
Aries Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,355
| Closed | -$454K | – | 136 |
|
|
2019
Q4 | $454K | Sell |
7,355
-500
| -6% | -$30.9K | 0.28% | 88 |
|
|
2019
Q3 | $512K | Sell |
7,855
-1,013
| -11% | -$66K | 0.34% | 73 |
|
|
2019
Q2 | $654K | Sell |
8,868
-18,045
| -67% | -$1.33M | 0.46% | 63 |
|
|
2019
Q1 | $1.44M | Sell |
26,913
-600
| -2% | -$32K | 1.07% | 29 |
|
|
2018
Q4 | $1.47M | Sell |
27,513
-750
| -3% | -$40.1K | 1.56% | 16 |
|
|
2018
Q3 | $1.82M | Buy |
28,263
+36
| +0.1% | +$2.32K | 1.63% | 16 |
|
|
2018
Q2 | $1.94M | Sell |
28,227
-400
| -1% | -$27.5K | 1.79% | 13 |
|
|
2018
Q1 | $1.89M | Buy |
28,627
+500
| +2% | +$32.9K | 1.83% | 15 |
|
|
2017
Q4 | $2.14M | Buy |
+28,127
| New | +$2.14M | 1.97% | 11 |
|