Icon Wealth 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 |
-802
| Closed | -$86K | – | 308 |
|
|
2019
Q1 | $86K | Sell |
802
-126
| -14% | -$13.5K | 0.03% | 253 |
|
|
2018
Q4 | $100K | Sell |
928
-597
| -39% | -$64.3K | 0.05% | 217 |
|
|
2018
Q3 | $198K | Sell |
1,525
-351
| -19% | -$45.6K | 0.08% | 176 |
|
|
2018
Q2 | $250K | Sell |
1,876
-621
| -25% | -$82.8K | 0.11% | 136 |
|
|
2018
Q1 | $321K | Sell |
2,497
-824
| -25% | -$106K | 0.17% | 122 |
|
|
2017
Q4 | $477K | Buy |
+3,321
| New | +$477K | 0.24% | 91 |
|