GWMIA
Global Wealth Management Investment Advisory’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-218
| Closed | -$16.8K | – | 213 |
|
|
2023
Q4 | $16.8K | Sell |
218
-305
| -58% | -$23.5K | ﹤0.01% | 265 |
|
|
2023
Q3 | $39K | Hold |
523
| – | – | 0.01% | 207 |
|
|
2023
Q2 | $37.4K | Buy |
+523
| New | +$37.4K | 0.01% | 211 |
|
|
2022
Q3 | – | Sell |
-587
| Closed | -$33K | – | 224 |
|
|
2022
Q2 | $33K | Hold |
587
| – | – | 0.01% | 205 |
|
|
2022
Q1 | $43K | Hold |
587
| – | – | 0.01% | 202 |
|
|
2021
Q4 | $47K | Sell |
587
-32
| -5% | -$2.56K | 0.01% | 193 |
|
|
2021
Q3 | $42K | Sell |
619
-150
| -20% | -$10.2K | 0.01% | 212 |
|
|
2021
Q2 | $60K | Sell |
769
-130
| -14% | -$10.1K | 0.02% | 189 |
|
|
2021
Q1 | $69K | Hold |
899
| – | – | 0.02% | 180 |
|
|
2020
Q4 | $64K | Hold |
899
| – | – | 0.02% | 176 |
|
|
2020
Q3 | $50K | Hold |
899
| – | – | 0.02% | 178 |
|
|
2020
Q2 | $48K | Hold |
899
| – | – | 0.02% | 193 |
|
|
2020
Q1 | $31K | Hold |
899
| – | – | 0.02% | 207 |
|
|
2019
Q4 | $58K | Buy |
899
+283
| +46% | +$18.3K | 0.02% | 170 |
|
|
2019
Q3 | $44K | Buy |
616
+150
| +32% | +$10.7K | 0.02% | 174 |
|
|
2019
Q2 | $35K | Sell |
466
-937
| -67% | -$70.4K | 0.02% | 203 |
|
|
2019
Q1 | $75K | Sell |
1,403
-503
| -26% | -$26.9K | 0.04% | 174 |
|
|
2018
Q4 | $102K | Buy |
+1,906
| New | +$102K | 0.06% | 174 |
|