Lyell Wealth Management’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
Q2 | – | Sell |
-2,606
| Closed | -$280K | – | 125 |
|
|
2019
Q1 | $280K | Sell |
2,606
-1,794
| -41% | -$193K | 0.09% | 105 |
|
|
2018
Q4 | $475K | Sell |
4,400
-1,743
| -28% | -$188K | 0.2% | 80 |
|
|
2018
Q3 | $797K | Sell |
6,143
-1,456
| -19% | -$189K | 0.27% | 74 |
|
|
2018
Q2 | $1.01M | Sell |
7,599
-25
| -0.3% | -$3.33K | 0.37% | 72 |
|
|
2018
Q1 | $980K | Buy |
7,624
+285
| +4% | +$36.6K | 0.36% | 69 |
|
|
2017
Q4 | $1.06M | Buy |
7,339
+929
| +14% | +$134K | 0.42% | 66 |
|
|
2017
Q3 | $895K | Buy |
+6,410
| New | +$895K | 0.39% | 68 |
|
|
2017
Q2 | – | Sell |
-1,547
| Closed | -$200K | – | 104 |
|
|
2017
Q1 | $200K | Buy |
+1,547
| New | +$200K | 0.11% | 98 |
|