Kelly Lawrence W & Associates’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
Q4 | – | Sell |
-8,263
| Closed | -$589K | – | 134 |
|
|
2019
Q3 | $589K | Buy |
8,263
+1,300
| +19% | +$92.7K | 0.1% | 56 |
|
|
2019
Q2 | $523K | Sell |
6,963
-3,942
| -36% | -$296K | 0.09% | 58 |
|
|
2019
Q1 | $1.17M | Hold |
10,905
| – | – | 0.21% | 46 |
|
|
2018
Q4 | $1.18M | Sell |
10,905
-285
| -3% | -$30.8K | 0.25% | 46 |
|
|
2018
Q3 | $1.45M | Hold |
11,190
| – | – | 0.24% | 50 |
|
|
2018
Q2 | $1.49M | Sell |
11,190
-29,740
| -73% | -$3.95M | 0.27% | 49 |
|
|
2018
Q1 | $5.26M | Buy |
40,930
+124
| +0.3% | +$15.9K | 1% | 37 |
|
|
2017
Q4 | $5.86M | Buy |
40,806
+29,740
| +269% | +$4.27M | 1.08% | 37 |
|
|
2017
Q3 | $1.55M | Buy |
+11,066
| New | +$1.55M | 0.29% | 49 |
|