DBIA
Dumont & Blake Investment Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,534
| Closed | -$353K | – | 198 |
|
|
2022
Q1 | $353K | Buy |
5,534
+727
| +15% | +$46.4K | 0.1% | 170 |
|
|
2021
Q4 | $273K | Buy |
4,807
+134
| +3% | +$7.61K | 0.07% | 174 |
|
|
2021
Q3 | $269K | Hold |
4,673
| – | – | 0.08% | 170 |
|
|
2021
Q2 | $296K | Hold |
4,673
| – | – | 0.08% | 167 |
|
|
2021
Q1 | $299K | Hold |
4,673
| – | – | 0.09% | 159 |
|
|
2020
Q4 | $259K | Hold |
4,673
| – | – | 0.09% | 163 |
|
|
2020
Q3 | $220K | Hold |
4,673
| – | – | 0.08% | 164 |
|
|
2020
Q2 | $190K | Buy |
+4,673
| New | +$190K | 0.08% | 162 |
|
|
2020
Q1 | – | Sell |
-4,673
| Closed | -$256K | – | 163 |
|
|
2019
Q4 | $256K | Sell |
4,673
-50
| -1% | -$2.74K | 0.1% | 154 |
|
|
2019
Q3 | $225K | Sell |
4,723
-32
| -0.7% | -$1.52K | 0.09% | 157 |
|
|
2019
Q2 | $234K | Sell |
4,755
-9,517
| -67% | -$468K | 0.1% | 161 |
|
|
2019
Q1 | $761K | Buy |
14,272
+50
| +0.4% | +$2.67K | 0.32% | 97 |
|
|
2018
Q4 | $761K | Buy |
14,222
+25
| +0.2% | +$1.34K | 0.36% | 92 |
|
|
2018
Q3 | $913K | Hold |
14,197
| – | – | 0.36% | 92 |
|
|
2018
Q2 | $936K | Hold |
14,197
| – | – | 0.39% | 89 |
|
|
2018
Q1 | $904K | Hold |
14,197
| – | – | 0.39% | 91 |
|
|
2017
Q4 | $1.01M | Sell |
14,197
-1,463
| -9% | -$104K | 0.41% | 83 |
|
|
2017
Q3 | $1.08M | Buy |
+15,660
| New | +$1.08M | 0.46% | 80 |
|