Kingswood Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,573
Closed -$932K 687
2024
Q2
$932K Buy
+11,573
New +$932K 0.08% 250
2024
Q1
Sell
-9,670
Closed -$744K 636
2023
Q4
$744K Buy
9,670
+1,885
+24% +$145K 0.08% 256
2023
Q3
$581K Buy
+7,785
New +$581K 0.1% 216