Avidian Wealth Enterprises’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,938
| Closed | -$713K | – | 426 |
|
|
2023
Q1 | $713K | Buy |
9,938
+119
| +1% | +$8.54K | 0.04% | 238 |
|
|
2022
Q4 | $674K | Buy |
9,819
+1
| +0% | +$69 | 0.04% | 232 |
|
|
2022
Q3 | $495K | Sell |
9,818
-526
| -5% | -$26.5K | 0.04% | 235 |
|
|
2022
Q2 | $575K | Buy |
10,344
+6
| +0.1% | +$334 | 0.04% | 246 |
|
|
2022
Q1 | $761K | Sell |
10,338
-2
| -0% | -$147 | 0.05% | 226 |
|
|
2021
Q4 | $835K | Buy |
10,340
+315
| +3% | +$25.4K | 0.05% | 211 |
|
|
2021
Q3 | $682K | Sell |
10,025
-21
| -0.2% | -$1.43K | 0.05% | 170 |
|
|
2021
Q2 | $778K | Buy |
10,046
+619
| +7% | +$47.9K | 0.06% | 153 |
|
|
2021
Q1 | $729K | Sell |
9,427
-45
| -0.5% | -$3.48K | 0.06% | 157 |
|
|
2020
Q4 | $674K | Sell |
9,472
-1,263
| -12% | -$89.9K | 0.06% | 146 |
|
|
2020
Q3 | $596K | Hold |
10,735
| – | – | 0.07% | 139 |
|
|
2020
Q2 | $570K | Buy |
10,735
+4,092
| +62% | +$217K | 0.08% | 128 |
|
|
2020
Q1 | $227K | Buy |
+6,643
| New | +$227K | 0.04% | 179 |
|
|
2018
Q1 | – | Sell |
-1,636
| Closed | -$235 | – | 104 |
|
|
2017
Q4 | $235 | Sell |
1,636
-849
| -34% | -$122 | 0.06% | 91 |
|
|
2017
Q3 | $347K | Buy |
+2,485
| New | +$347K | 0.13% | 59 |
|
|
2017
Q2 | – | Sell |
-1,881
| Closed | -$241K | – | 92 |
|
|
2017
Q1 | $241K | Hold |
1,881
| – | – | 0.09% | 71 |
|
|
2016
Q4 | $217K | Sell |
1,881
-212
| -10% | -$24.5K | 0.09% | 76 |
|
|
2016
Q3 | $219K | Buy |
+2,093
| New | +$219K | 0.09% | 69 |
|
|
2016
Q1 | – | Sell |
-2,686
| Closed | -$279K | – | 81 |
|
|
2015
Q4 | $279K | Buy |
+2,686
| New | +$279K | 0.14% | 29 |
|