CPA
Clear Perspective Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,755
| Closed | -$207K | – | 160 |
|
|
2019
Q2 | $207K | Sell |
2,755
-5,622
| -67% | -$422K | 0.13% | 139 |
|
|
2019
Q1 | $352K | Hold |
8,377
| – | – | 0.25% | 97 |
|
|
2018
Q4 | $448K | Buy |
8,377
+618
| +8% | +$33.1K | 0.37% | 82 |
|
|
2018
Q3 | $499K | Buy |
7,759
+165
| +2% | +$10.6K | 0.37% | 83 |
|
|
2018
Q2 | $501K | Buy |
7,594
+100
| +1% | +$6.6K | 0.35% | 81 |
|
|
2018
Q1 | $477K | Buy |
7,494
+852
| +13% | +$54.2K | 0.36% | 79 |
|
|
2017
Q4 | $473K | Hold |
6,642
| – | – | 0.36% | 78 |
|
|
2017
Q3 | $460K | Buy |
6,642
+5,717
| +618% | +$396K | 0.38% | 73 |
|
|
2017
Q2 | $58K | Buy |
925
+415
| +81% | +$26K | 0.05% | 207 |
|
|
2017
Q1 | $32K | Hold |
510
| – | – | 0.02% | 247 |
|
|
2016
Q4 | $29K | Buy |
+510
| New | +$29K | 0.02% | 247 |
|