APSI
Asset Planning Services Inc’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-23,499
| Closed | -$1.29M | – | 36 |
|
|
2019
Q4 | $1.29M | Sell |
23,499
-206
| -0.9% | -$11.3K | 0.82% | 30 |
|
|
2019
Q3 | $1.13M | Sell |
23,705
-1,854
| -7% | -$88.4K | 0.73% | 31 |
|
|
2019
Q2 | $1.26M | Sell |
25,559
-51,117
| -67% | -$2.52M | 0.82% | 31 |
|
|
2019
Q1 | $4.09M | Sell |
76,676
-1,753
| -2% | -$93.5K | 2.8% | 17 |
|
|
2018
Q4 | $4.19M | Buy |
78,429
+1,296
| +2% | +$69.3K | 3.19% | 13 |
|
|
2018
Q3 | $4.96M | Buy |
77,133
+344
| +0.4% | +$22.1K | 3.4% | 8 |
|
|
2018
Q2 | $5.06M | Buy |
76,789
+1,394
| +2% | +$91.9K | 3.64% | 5 |
|
|
2018
Q1 | $4.8M | Buy |
75,395
+1,289
| +2% | +$82.1K | 3.55% | 5 |
|
|
2017
Q4 | $5.28M | Buy |
74,106
+2,359
| +3% | +$168K | 3.72% | 5 |
|
|
2017
Q3 | $4.97M | Buy |
71,747
+3,787
| +6% | +$262K | 4.02% | 3 |
|
|
2017
Q2 | $4.29M | Sell |
67,960
-200
| -0.3% | -$12.6K | 3.6% | 7 |
|
|
2017
Q1 | $4.33M | Buy |
68,160
+260
| +0.4% | +$16.5K | 3.68% | 7 |
|
|
2016
Q4 | $3.89M | Buy |
+67,900
| New | +$3.89M | 3.65% | 11 |
|