CWM
Compass Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,095
| Closed | -$231K | – | 206 |
|
|
2025
Q1 | $231K | Hold |
3,095
| – | – | 0.06% | 143 |
|
|
2024
Q4 | $236K | Sell |
3,095
-356
| -10% | -$27.1K | 0.06% | 145 |
|
|
2024
Q3 | $308K | Sell |
3,451
-15,536
| -82% | -$1.38M | 0.07% | 139 |
|
|
2024
Q2 | $1.53M | Sell |
18,987
-1,026
| -5% | -$82.6K | 0.38% | 75 |
|
|
2024
Q1 | $1.53M | Sell |
20,013
-10,557
| -35% | -$809K | 0.38% | 79 |
|
|
2023
Q4 | $2.35M | Sell |
30,570
-3,433
| -10% | -$264K | 0.66% | 54 |
|
|
2023
Q3 | $2.54M | Sell |
34,003
-758
| -2% | -$56.5K | 0.8% | 44 |
|
|
2023
Q2 | $2.48M | Sell |
34,761
-234
| -0.7% | -$16.7K | 0.75% | 44 |
|
|
2023
Q1 | $2.51M | Sell |
34,995
-795
| -2% | -$57.1K | 0.8% | 44 |
|
|
2022
Q4 | $2.46M | Buy |
+35,790
| New | +$2.46M | 0.81% | 42 |
|