MWM
Mattern 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 |
-2,742
| Closed | -$209K | – | 167 |
|
|
2024
Q4 | $209K | Sell |
2,742
-332
| -11% | -$25.3K | 0.05% | 165 |
|
|
2024
Q3 | $274K | Hold |
3,074
| – | – | 0.06% | 148 |
|
|
2024
Q2 | $247K | Buy |
3,074
+165
| +6% | +$13.3K | 0.06% | 157 |
|
|
2024
Q1 | $223K | Hold |
2,909
| – | – | 0.05% | 166 |
|
|
2023
Q4 | $224K | Sell |
2,909
-500
| -15% | -$38.5K | 0.06% | 161 |
|
|
2023
Q3 | $254K | Hold |
3,409
| – | – | 0.07% | 147 |
|
|
2023
Q2 | $244K | Buy |
3,409
+1
| +0% | +$71 | 0.07% | 149 |
|
|
2023
Q1 | $245K | Sell |
3,408
-168
| -5% | -$12.1K | 0.08% | 154 |
|
|
2022
Q4 | $245K | Buy |
+3,576
| New | +$245K | 0.1% | 143 |
|
|
2022
Q3 | – | Sell |
-3,618
| Closed | -$201K | – | 159 |
|
|
2022
Q2 | $201K | Hold |
3,618
| – | – | 0.08% | 148 |
|
|
2022
Q1 | $266K | Sell |
3,618
-333
| -8% | -$24.5K | 0.09% | 138 |
|
|
2021
Q4 | $319K | Sell |
3,951
-852
| -18% | -$68.8K | 0.09% | 136 |
|
|
2021
Q3 | $327K | Buy |
4,803
+98
| +2% | +$6.67K | 0.11% | 132 |
|
|
2021
Q2 | $359K | Sell |
4,705
-185
| -4% | -$14.1K | 0.11% | 131 |
|
|
2021
Q1 | $378K | Sell |
4,890
-35
| -0.7% | -$2.71K | 0.13% | 121 |
|
|
2020
Q4 | $350K | Sell |
4,925
-66
| -1% | -$4.69K | 0.13% | 123 |
|
|
2020
Q3 | $277K | Sell |
4,991
-150
| -3% | -$8.33K | 0.12% | 126 |
|
|
2020
Q2 | $273K | Buy |
+5,141
| New | +$273K | 0.13% | 118 |
|
|
2020
Q1 | – | Sell |
-6,969
| Closed | -$447K | – | 122 |
|
|
2019
Q4 | $447K | Buy |
+6,969
| New | +$447K | 0.27% | 99 |
|