Marcum Wealth’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
Q2 | – | Sell |
-2,662
| Closed | -$204K | – | 394 |
|
|
2024
Q1 | $204K | Sell |
2,662
-45
| -2% | -$3.45K | 0.02% | 338 |
|
|
2023
Q4 | $208K | Sell |
2,707
-59
| -2% | -$4.54K | 0.02% | 329 |
|
|
2023
Q3 | $206K | Buy |
+2,766
| New | +$206K | 0.02% | 312 |
|
|
2023
Q2 | – | Sell |
-2,880
| Closed | -$207K | – | 389 |
|
|
2023
Q1 | $207K | Buy |
+2,880
| New | +$207K | 0.03% | 319 |
|
|
2022
Q2 | – | Sell |
-3,290
| Closed | -$242K | – | 392 |
|
|
2022
Q1 | $242K | Sell |
3,290
-160
| -5% | -$11.8K | 0.03% | 286 |
|
|
2021
Q4 | $279K | Sell |
3,450
-45
| -1% | -$3.64K | 0.04% | 273 |
|
|
2021
Q3 | $238K | Buy |
3,495
+581
| +20% | +$39.6K | 0.04% | 277 |
|
|
2021
Q2 | $226K | Buy |
2,914
+16
| +0.6% | +$1.24K | 0.04% | 262 |
|
|
2021
Q1 | $224K | Buy |
+2,898
| New | +$224K | 0.04% | 265 |
|