Beaumont Financial Advisors’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-60,144
| Closed | -$4.52M | – | 277 |
|
|
2019
Q2 | $4.52M | Sell |
60,144
-28,520
| -32% | -$2.14M | 0.47% | 56 |
|
|
2019
Q1 | $9.54M | Buy |
88,664
+5,925
| +7% | +$637K | 1.02% | 35 |
|
|
2018
Q4 | $8.93M | Sell |
82,739
-12,710
| -13% | -$1.37M | 1.46% | 21 |
|
|
2018
Q3 | $12.4M | Buy |
95,449
+1,978
| +2% | +$257K | 1.23% | 31 |
|
|
2018
Q2 | $12.4M | Buy |
93,471
+1,623
| +2% | +$216K | 1.32% | 26 |
|
|
2018
Q1 | $11.8M | Buy |
91,848
+5,046
| +6% | +$649K | 1.32% | 25 |
|
|
2017
Q4 | $12.5M | Buy |
86,802
+1,099
| +1% | +$158K | 1.46% | 27 |
|
|
2017
Q3 | $12M | Buy |
85,703
+2,582
| +3% | +$361K | 1.49% | 25 |
|
|
2017
Q2 | $10.6M | Sell |
83,121
-758
| -0.9% | -$96.5K | 1.37% | 27 |
|
|
2017
Q1 | $10.8M | Sell |
83,879
-304
| -0.4% | -$39K | 1.47% | 24 |
|
|
2016
Q4 | $9.72M | Buy |
84,183
+937
| +1% | +$108K | 1.47% | 21 |
|
|
2016
Q3 | $8.71M | Buy |
83,246
+39,225
| +89% | +$4.1M | 1.38% | 27 |
|
|
2016
Q2 | $4.42M | Buy |
+44,021
| New | +$4.42M | 0.72% | 61 |
|