IWA
IBEX Wealth Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-93
| Closed | -$7.49K | – | 119 |
|
|
2024
Q2 | $7.49K | Buy |
+93
| New | +$7.49K | ﹤0.01% | 240 |
|
|
2021
Q4 | – | Sell |
-375
| Closed | -$25K | – | 240 |
|
|
2021
Q3 | $25K | Buy |
+375
| New | +$25K | ﹤0.01% | 306 |
|
|
2019
Q2 | – | Sell |
-47,382
| Closed | -$2.53M | – | 383 |
|
|
2019
Q1 | $2.53M | Buy |
+47,382
| New | +$2.53M | 0.89% | 46 |
|
|
2018
Q1 | – | Sell |
-7,643
| Closed | -$574K | – | 97 |
|
|
2017
Q4 | $574K | Hold |
7,643
| – | – | 0.25% | 67 |
|
|
2017
Q3 | $548K | Buy |
+7,643
| New | +$548K | 0.2% | 94 |
|
|
2017
Q1 | – | Sell |
-657
| Closed | -$38K | – | 141 |
|
|
2016
Q4 | $38K | Sell |
657
-9,791
| -94% | -$566K | 0.02% | 184 |
|
|
2016
Q3 | $542K | Buy |
+10,448
| New | +$542K | 0.3% | 85 |
|