KWMG
King Wealth Management Group’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,839
| Closed | -$418K | – | 140 |
|
|
2019
Q1 | $418K | Hold |
7,839
| – | – | 0.13% | 79 |
|
|
2018
Q4 | $419K | Sell |
7,839
-103
| -1% | -$5.51K | 0.15% | 74 |
|
|
2018
Q3 | $511K | Sell |
7,942
-57
| -0.7% | -$3.67K | 0.16% | 68 |
|
|
2018
Q2 | $527K | Hold |
7,999
| – | – | 0.18% | 62 |
|
|
2018
Q1 | $510K | Buy |
7,999
+46
| +0.6% | +$2.93K | 0.18% | 65 |
|
|
2017
Q4 | $566K | Hold |
7,953
| – | – | 0.2% | 64 |
|
|
2017
Q3 | $550K | Buy |
7,953
+658
| +9% | +$45.5K | 0.2% | 65 |
|
|
2017
Q2 | $460K | Hold |
7,295
| – | – | 0.18% | 72 |
|
|
2017
Q1 | $464K | Hold |
7,295
| – | – | 0.19% | 70 |
|
|
2016
Q4 | $417K | Buy |
7,295
+450
| +7% | +$25.7K | 0.19% | 70 |
|
|
2016
Q3 | $355K | Buy |
6,845
+600
| +10% | +$31.1K | 0.18% | 73 |
|
|
2016
Q2 | $310K | Hold |
6,245
| – | – | 0.17% | 72 |
|
|
2016
Q1 | $318K | Hold |
6,245
| – | – | 0.17% | 69 |
|
|
2015
Q4 | $321K | Sell |
6,245
-100
| -2% | -$5.14K | 0.18% | 71 |
|
|
2015
Q3 | $269K | Buy |
6,345
+90
| +1% | +$3.82K | 0.17% | 83 |
|
|
2015
Q2 | $320K | Hold |
6,255
| – | – | 0.18% | 74 |
|
|
2015
Q1 | $300K | Sell |
6,255
-600
| -9% | -$28.8K | 0.17% | 73 |
|
|
2014
Q4 | $313K | Buy |
+6,855
| New | +$313K | 0.17% | 80 |
|
|
2014
Q3 | – | Sell |
-6,155
| Closed | -$317K | – | 107 |
|
|
2014
Q2 | $317K | Hold |
6,155
| – | – | 0.2% | 74 |
|
|
2014
Q1 | $299K | Sell |
6,155
-4,800
| -44% | -$233K | 0.21% | 71 |
|
|
2013
Q4 | $486K | Hold |
10,955
| – | – | 0.28% | 74 |
|
|
2013
Q3 | $421K | Hold |
10,955
| – | – | 0.27% | 72 |
|
|
2013
Q2 | $352K | Buy |
+10,955
| New | +$352K | 0.24% | 74 |
|