CWM
Curi Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,094
| Closed | -$238K | – | 30 |
|
|
2023
Q4 | $238K | Sell |
3,094
-357
| -10% | -$27.5K | 0.03% | 138 |
|
|
2023
Q3 | $257K | Sell |
3,451
-36
| -1% | -$2.69K | 0.04% | 130 |
|
|
2023
Q2 | $249K | Buy |
3,487
+71
| +2% | +$5.07K | 0.03% | 143 |
|
|
2023
Q1 | $245K | Buy |
3,416
+38
| +1% | +$2.73K | 0.04% | 141 |
|
|
2022
Q4 | $232K | Buy |
+3,378
| New | +$232K | 0.03% | 167 |
|
|
2022
Q3 | – | Sell |
-110
| Closed | -$6K | – | 312 |
|
|
2022
Q2 | $6K | Buy |
110
+95
| +633% | +$5.18K | ﹤0.01% | 430 |
|
|
2022
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 479 |
|
|
2021
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 441 |
|
|
2021
Q1 | – | Sell |
-15
| Closed | -$1K | – | 196 |
|
|
2020
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 352 |
|