DWM
Doyle Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,295
| Closed | -$276K | – | 190 |
|
|
2019
Q4 | $276K | Sell |
4,295
-642
| -13% | -$41.3K | 0.03% | 171 |
|
|
2019
Q3 | $352K | Sell |
4,937
-296
| -6% | -$21.1K | 0.05% | 144 |
|
|
2019
Q2 | $393K | Sell |
5,233
-8,492
| -62% | -$638K | 0.05% | 128 |
|
|
2019
Q1 | $432K | Sell |
13,725
-816
| -6% | -$25.7K | 0.06% | 120 |
|
|
2018
Q4 | $778K | Buy |
14,541
+2,561
| +21% | +$137K | 0.13% | 77 |
|
|
2018
Q3 | $770K | Buy |
11,980
+491
| +4% | +$31.6K | 0.12% | 83 |
|
|
2018
Q2 | $757K | Buy |
11,489
+3,077
| +37% | +$203K | 0.12% | 84 |
|
|
2018
Q1 | $536K | Buy |
8,412
+926
| +12% | +$59K | 0.09% | 92 |
|
|
2017
Q4 | $533K | Buy |
7,486
+907
| +14% | +$64.6K | 0.09% | 95 |
|
|
2017
Q3 | $455K | Buy |
+6,579
| New | +$455K | 0.08% | 96 |
|