MWM
Mascoma Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14
| Closed | -$1.07K | – | 507 |
|
|
2024
Q4 | $1.07K | Buy |
+14
| New | +$1.07K | ﹤0.01% | 493 |
|
|
2019
Q3 | – | Sell |
-514
| Closed | -$39K | – | 139 |
|
|
2019
Q2 | $39K | Sell |
514
-1,675
| -77% | -$127K | 0.02% | 174 |
|
|
2019
Q1 | $117K | Hold |
2,189
| – | – | 0.08% | 97 |
|
|
2018
Q4 | $117K | Sell |
2,189
-2,641
| -55% | -$141K | 0.09% | 93 |
|
|
2018
Q3 | $311K | Sell |
4,830
-79
| -2% | -$5.09K | 0.21% | 55 |
|
|
2018
Q2 | $324K | Hold |
4,909
| – | – | 0.23% | 51 |
|
|
2018
Q1 | $313K | Hold |
4,909
| – | – | 0.21% | 55 |
|
|
2017
Q4 | $348K | Buy |
+4,909
| New | +$348K | 0.21% | 49 |
|
|
2017
Q3 | – | Sell |
-3,513
| Closed | -$222K | – | 403 |
|
|
2017
Q2 | $222K | Buy |
3,513
+14
| +0.4% | +$885 | 0.15% | 68 |
|
|
2017
Q1 | $222K | Hold |
3,499
| – | – | 0.16% | 54 |
|
|
2016
Q4 | $200K | Buy |
+3,499
| New | +$200K | 0.15% | 63 |
|