BTR Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-61,699
| Closed | -$3.96M | – | 153 |
|
|
2019
Q4 | $3.96M | Buy |
61,699
+8,152
| +15% | +$523K | 0.68% | 43 |
|
|
2019
Q3 | $3.82M | Buy |
53,547
+19,602
| +58% | +$1.4M | 0.72% | 42 |
|
|
2019
Q2 | $2.55M | Sell |
33,945
-16,102
| -32% | -$1.21M | 0.47% | 51 |
|
|
2019
Q1 | $5.38M | Buy |
50,047
+22,701
| +83% | +$2.44M | 1.03% | 35 |
|
|
2018
Q4 | $2.95M | Buy |
27,346
+18,219
| +200% | +$1.97M | 0.62% | 44 |
|
|
2018
Q3 | $1.18M | Buy |
9,127
+1,249
| +16% | +$162K | 0.21% | 74 |
|
|
2018
Q2 | $1.05M | Sell |
7,878
-25
| -0.3% | -$3.33K | 0.2% | 72 |
|
|
2018
Q1 | $1.02M | Sell |
7,903
-337
| -4% | -$43.3K | 0.2% | 73 |
|
|
2017
Q4 | $1.18M | Hold |
8,240
| – | – | 0.23% | 67 |
|
|
2017
Q3 | $1.15M | Buy |
+8,240
| New | +$1.15M | 0.23% | 67 |
|