BerganKDV Wealth Management’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 | $17.1K | Sell |
239
-29
| -11% | -$2.07K | ﹤0.01% | 506 |
|
|
2023
Q1 | $19.2K | Buy |
268
+1
| +0.4% | +$72 | ﹤0.01% | 521 |
|
|
2022
Q4 | $18.4K | Sell |
267
-160
| -37% | -$11K | ﹤0.01% | 506 |
|
|
2022
Q3 | $22K | Sell |
427
-6
| -1% | -$309 | ﹤0.01% | 478 |
|
|
2022
Q2 | $24K | Hold |
433
| – | – | ﹤0.01% | 475 |
|
|
2022
Q1 | $32K | Sell |
433
-46
| -10% | -$3.4K | ﹤0.01% | 449 |
|
|
2021
Q4 | $39K | Buy |
479
+19
| +4% | +$1.55K | ﹤0.01% | 458 |
|
|
2021
Q3 | $31K | Sell |
460
-22
| -5% | -$1.48K | ﹤0.01% | 461 |
|
|
2021
Q2 | $37K | Buy |
482
+42
| +10% | +$3.22K | ﹤0.01% | 430 |
|
|
2021
Q1 | $34K | Hold |
440
| – | – | ﹤0.01% | 415 |
|
|
2020
Q4 | $31K | Sell |
440
-246
| -36% | -$17.3K | ﹤0.01% | 406 |
|
|
2020
Q3 | $38K | Sell |
686
-166
| -19% | -$9.2K | 0.01% | 362 |
|
|
2020
Q2 | $45K | Sell |
852
-438
| -34% | -$23.1K | 0.01% | 363 |
|
|
2020
Q1 | $44K | Buy |
1,290
+213
| +20% | +$7.27K | 0.01% | 332 |
|
|
2019
Q4 | $69K | Sell |
1,077
-17
| -2% | -$1.09K | 0.01% | 313 |
|
|
2019
Q3 | $78K | Hold |
1,094
| – | – | 0.02% | 281 |
|
|
2019
Q2 | $82K | Sell |
1,094
-16,753
| -94% | -$1.26M | 0.02% | 283 |
|
|
2019
Q1 | $1.92M | Buy |
17,847
+2,887
| +19% | +$311K | 0.39% | 57 |
|
|
2018
Q4 | $1.61M | Buy |
14,960
+181
| +1% | +$19.5K | 0.38% | 55 |
|
|
2018
Q3 | $1.92M | Buy |
14,779
+442
| +3% | +$57.4K | 0.41% | 46 |
|
|
2018
Q2 | $1.91M | Buy |
14,337
+212
| +2% | +$28.2K | 0.43% | 40 |
|
|
2018
Q1 | $1.82M | Sell |
14,125
-279
| -2% | -$35.9K | 0.5% | 33 |
|
|
2017
Q4 | $2.07M | Sell |
14,404
-764
| -5% | -$110K | 0.49% | 30 |
|
|
2017
Q3 | $2.12M | Buy |
15,168
+371
| +3% | +$51.8K | 0.53% | 30 |
|
|
2017
Q2 | $1.88M | Buy |
14,797
+158
| +1% | +$20.1K | 0.53% | 24 |
|
|
2017
Q1 | $1.88M | Buy |
14,639
+770
| +6% | +$98.7K | 0.56% | 24 |
|
|
2016
Q4 | $1.6M | Sell |
13,869
-634
| -4% | -$73.2K | 0.53% | 26 |
|
|
2016
Q3 | $1.52M | Sell |
14,503
-1,252
| -8% | -$131K | 0.52% | 34 |
|
|
2016
Q2 | $1.58M | Buy |
15,755
+2,312
| +17% | +$232K | 0.68% | 32 |
|
|
2016
Q1 | $1.38M | Buy |
+13,443
| New | +$1.38M | 0.83% | 27 |
|