Financial Synergies Wealth Advisors’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-213
| Closed | -$16.3K | – | 155 |
|
|
2024
Q1 | $16.3K | Hold |
213
| – | – | ﹤0.01% | 215 |
|
|
2023
Q4 | $14.6K | Hold |
213
| – | – | ﹤0.01% | 161 |
|
|
2023
Q3 | $15.9K | Hold |
213
| – | – | ﹤0.01% | 201 |
|
|
2023
Q2 | $15.2K | Hold |
213
| – | – | ﹤0.01% | 197 |
|
|
2023
Q1 | $15.3K | Hold |
213
| – | – | ﹤0.01% | 202 |
|
|
2022
Q4 | $14.6K | Hold |
213
| – | – | ﹤0.01% | 161 |
|
|
2022
Q3 | $10.7K | Sell |
213
-3,000
| -93% | -$151K | ﹤0.01% | 157 |
|
|
2022
Q2 | $179K | Buy |
+3,213
| New | +$179K | 0.03% | 67 |
|