KJWM
Kiley Juergens Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,836
| Closed | -$632K | – | 177 |
|
|
2018
Q3 | $632K | Buy |
9,836
+1,721
| +21% | +$111K | 0.47% | 45 |
|
|
2018
Q2 | $535K | Buy |
8,115
+1
| +0% | +$66 | 0.48% | 43 |
|
|
2018
Q1 | $517K | Hold |
8,114
| – | – | 0.56% | 45 |
|
|
2017
Q4 | $577K | Buy |
+8,114
| New | +$577K | 0.52% | 39 |
|