HWA
Heritage Way Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,000
| Closed | -$214K | – | 62 |
|
|
2019
Q3 | $214K | Buy |
+3,000
| New | +$214K | 0.14% | 57 |
|
|
2019
Q2 | – | Sell |
-5,000
| Closed | -$267K | – | 61 |
|
|
2019
Q1 | $267K | Hold |
5,000
| – | – | 0.18% | 55 |
|
|
2018
Q4 | $267K | Buy |
5,000
+1,000
| +25% | +$53.4K | 0.21% | 53 |
|
|
2018
Q3 | $257K | Hold |
4,000
| – | – | 0.18% | 57 |
|
|
2018
Q2 | $264K | Hold |
4,000
| – | – | 0.19% | 54 |
|
|
2018
Q1 | $255K | Hold |
4,000
| – | – | 0.2% | 58 |
|
|
2017
Q4 | $285K | Hold |
4,000
| – | – | 0.21% | 55 |
|
|
2017
Q3 | $277K | Buy |
+4,000
| New | +$277K | 0.23% | 54 |
|