LGWM
Litman Gregory 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 |
-400
| Closed | -$26K | – | 175 |
|
|
2019
Q4 | $26K | Sell |
400
-223
| -36% | -$14.5K | 0.01% | 111 |
|
|
2019
Q3 | $44K | Sell |
623
-223
| -26% | -$15.8K | 0.01% | 79 |
|
|
2019
Q2 | $64K | Buy |
+846
| New | +$64K | 0.02% | 79 |
|
|
2018
Q1 | – | Sell |
-838
| Closed | -$60 | – | 169 |
|
|
2017
Q4 | $60 | Hold |
838
| – | – | 0.02% | 47 |
|
|
2017
Q3 | $58K | Buy |
+838
| New | +$58K | 0.03% | 47 |
|