Holistic Financial Partners’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,728
| Closed | -$293K | – | 89 |
|
|
2019
Q1 | $293K | Buy |
2,728
+374
| +16% | +$40.2K | 0.12% | 83 |
|
|
2018
Q4 | $254K | Sell |
2,354
-47
| -2% | -$5.07K | 0.26% | 45 |
|
|
2018
Q3 | $311K | Buy |
+2,401
| New | +$311K | 0.29% | 42 |
|
|
2018
Q2 | – | Sell |
-2,261
| Closed | -$291K | – | 115 |
|
|
2018
Q1 | $291K | Sell |
2,261
-219
| -9% | -$28.2K | 0.24% | 44 |
|
|
2017
Q4 | $356K | Buy |
+2,480
| New | +$356K | 0.29% | 35 |
|