CSWM
Cassady Schiller Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $39.2K | Buy |
514
+12
| +2% | +$915 | 0.01% | 226 |
|
|
2024
Q3 | $44.7K | Sell |
502
-112
| -18% | -$9.98K | 0.02% | 209 |
|
|
2024
Q2 | $49.4K | Buy |
614
+71
| +13% | +$5.72K | 0.02% | 198 |
|
|
2024
Q1 | $41.6K | Buy |
543
+112
| +26% | +$8.59K | 0.02% | 225 |
|
|
2023
Q4 | $33.2K | Buy |
431
+261
| +154% | +$20.1K | 0.02% | 234 |
|
|
2023
Q3 | $12.7K | Hold |
170
| – | – | 0.01% | 315 |
|
|
2023
Q2 | $12.1K | Hold |
170
| – | – | 0.01% | 320 |
|
|
2023
Q1 | $12.2K | Hold |
170
| – | – | 0.01% | 308 |
|
|
2022
Q4 | $11.7K | Buy |
+170
| New | +$11.7K | 0.01% | 306 |
|
|
2022
Q1 | – | Sell |
-194
| Closed | -$16K | – | 223 |
|
|
2021
Q4 | $16K | Buy |
+194
| New | +$16K | 0.01% | 284 |
|