CWA
Cypress Wealth Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $271K | Buy |
5,092
+380
| +8% | +$20.2K | 0.31% | 63 |
|
|
2018
Q4 | $252K | Sell |
4,712
-858
| -15% | -$45.9K | 0.35% | 62 |
|
|
2018
Q3 | $358K | Hold |
5,570
| – | – | 0.38% | 60 |
|
|
2018
Q2 | $367K | Sell |
5,570
-410
| -7% | -$27K | 0.4% | 59 |
|
|
2018
Q1 | $381K | Buy |
5,980
+690
| +13% | +$44K | 0.41% | 59 |
|
|
2017
Q4 | $377K | Buy |
5,290
+191
| +4% | +$13.6K | 0.36% | 60 |
|
|
2017
Q3 | $353K | Buy |
+5,099
| New | +$353K | 0.57% | 40 |
|