BWA
BDO Wealth Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $18.6K | Buy |
261
+100
| +62% | +$7.14K | ﹤0.01% | 586 |
|
|
2023
Q1 | $11.6K | Sell |
161
-28
| -15% | -$2.01K | ﹤0.01% | 674 |
|
|
2022
Q4 | $13K | Hold |
189
| – | – | ﹤0.01% | 648 |
|
|
2022
Q3 | $10K | Sell |
189
-35
| -16% | -$1.85K | ﹤0.01% | 701 |
|
|
2022
Q2 | $12K | Hold |
224
| – | – | ﹤0.01% | 646 |
|
|
2022
Q1 | $16K | Buy |
224
+7
| +3% | +$500 | ﹤0.01% | 635 |
|
|
2021
Q4 | $18K | Buy |
217
+74
| +52% | +$6.14K | ﹤0.01% | 636 |
|
|
2021
Q3 | $10K | Hold |
143
| – | – | ﹤0.01% | 723 |
|
|
2021
Q2 | $11K | Sell |
143
-48
| -25% | -$3.69K | ﹤0.01% | 733 |
|
|
2021
Q1 | $15K | Sell |
191
-12
| -6% | -$942 | ﹤0.01% | 659 |
|
|
2020
Q4 | $14K | Hold |
203
| – | – | ﹤0.01% | 512 |
|
|
2020
Q3 | $11K | Sell |
203
-530
| -72% | -$28.7K | ﹤0.01% | 479 |
|
|
2020
Q2 | $39K | Sell |
733
-176
| -19% | -$9.36K | 0.01% | 354 |
|
|
2020
Q1 | $31K | Buy |
+909
| New | +$31K | 0.01% | 384 |
|
|
2019
Q1 | – | Sell |
-2,806
| Closed | -$150K | – | 617 |
|
|
2018
Q4 | $150K | Sell |
2,806
-299
| -10% | -$16K | 0.05% | 172 |
|
|
2018
Q3 | $200K | Sell |
3,105
-360
| -10% | -$23.2K | 0.06% | 159 |
|
|
2018
Q2 | $228K | Buy |
3,465
+516
| +17% | +$34K | 0.08% | 144 |
|
|
2018
Q1 | $188K | Sell |
2,949
-122
| -4% | -$7.78K | 0.07% | 134 |
|
|
2017
Q4 | $219K | Buy |
3,071
+14
| +0.5% | +$998 | 0.1% | 106 |
|
|
2017
Q3 | $212K | Buy |
3,057
+1,131
| +59% | +$78.4K | 0.11% | 105 |
|
|
2017
Q2 | $121K | Buy |
+1,926
| New | +$121K | 0.05% | 153 |
|