EWM
DD

Elmwood Wealth Management’s Du Pont De Nemours E I DD Stock Holding History

Elmwood Wealth Management’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-427
Closed -$30K – 265
2019
Q3 		$30K Hold
427
– – 0.03% 126
2019
Q2 		$32K Buy
+427
New +$32K 0.03% 138

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NCM
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GWM
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CVM
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APSI
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CA
Cullinan Associates Louisville, Kentucky $1.32B AUM 30.92% 1-Year Est. Return
BCCM
Bridge Creek Capital Management West Barnstable, Massachusetts $360M AUM 16.27% 1-Year Est. Return

Elmwood Wealth Management's DD Position: Q4 2019 in Review

Elmwood Wealth Management sold out of Du Pont De Nemours E I (DD) in Q4 2019, closing a stake of 427 shares — an estimated $30K sold.

Elmwood Wealth Management first reported a position in DD in Q2 2019 and held it in 2 quarters. The position peaked at $32K in Q2 2019. 29 funds tracked by Wall St. Rank hold DD as of Q4 2019.

  • Elmwood Wealth Management reported no remaining Du Pont De Nemours E I position as of Q4 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 427 Du Pont De Nemours E I shares in Q4 2019, an estimated $30K.
  • Elmwood Wealth Management first reported a position in Du Pont De Nemours E I in Q2 2019 and held it in 2 quarters.
  • Elmwood Wealth Management's Du Pont De Nemours E I position peaked at $32K in Q2 2019.
  • 29 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q4 2019.

Based on Elmwood Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.