JWM
JGP Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,702
| Closed | -$228K | – | 125 |
|
|
2019
Q4 | $228K | Sell |
3,702
-329
| -8% | -$20.3K | 0.07% | 123 |
|
|
2019
Q3 | $271K | Sell |
4,031
-6,799
| -63% | -$457K | 0.09% | 109 |
|
|
2019
Q2 | $813K | Sell |
10,830
-22,003
| -67% | -$1.65M | 0.29% | 78 |
|
|
2019
Q1 | $1.75M | Buy |
32,833
+5,934
| +22% | +$316K | 0.66% | 53 |
|
|
2018
Q4 | $1.44M | Buy |
26,899
+832
| +3% | +$44.5K | 0.6% | 58 |
|
|
2018
Q3 | $1.68M | Sell |
26,067
-643
| -2% | -$41.3K | 0.67% | 55 |
|
|
2018
Q2 | $1.76M | Buy |
+26,710
| New | +$1.76M | 0.73% | 56 |
|