MBM Wealth Consultants’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,053
| Closed | -$76K | – | 146 |
|
|
2023
Q1 | $76K | Hold |
1,053
| – | – | 0.03% | 140 |
|
|
2022
Q4 | $73K | Hold |
1,053
| – | – | 0.03% | 142 |
|
|
2022
Q3 | $55K | Hold |
1,053
| – | – | 0.03% | 150 |
|
|
2022
Q2 | $59K | Hold |
1,053
| – | – | 0.03% | 151 |
|
|
2022
Q1 | $77K | Sell |
1,053
-4
| -0.4% | -$292 | 0.03% | 148 |
|
|
2021
Q4 | $85K | Hold |
1,057
| – | – | 0.04% | 127 |
|
|
2021
Q3 | $72K | Hold |
1,057
| – | – | 0.03% | 139 |
|
|
2021
Q2 | $82K | Hold |
1,057
| – | – | 0.04% | 127 |
|
|
2021
Q1 | $82K | Hold |
1,057
| – | – | 0.04% | 121 |
|
|
2020
Q4 | $75K | Buy |
1,057
+4
| +0.4% | +$284 | 0.04% | 118 |
|
|
2020
Q3 | $58K | Hold |
1,053
| – | – | 0.04% | 121 |
|
|
2020
Q2 | $56K | Buy |
1,053
+220
| +26% | +$11.7K | 0.04% | 113 |
|
|
2020
Q1 | $28K | Hold |
833
| – | – | 0.02% | 131 |
|
|
2019
Q4 | $53K | Hold |
833
| – | – | 0.04% | 119 |
|
|
2019
Q3 | $59K | Sell |
833
-2,271
| -73% | -$161K | 0.05% | 112 |
|
|
2019
Q2 | $233K | Sell |
3,104
-1,471
| -32% | -$110K | 0.19% | 79 |
|
|
2019
Q1 | $492K | Buy |
4,575
+128
| +3% | +$13.8K | 0.43% | 53 |
|
|
2018
Q4 | $480K | Buy |
+4,447
| New | +$480K | 0.47% | 55 |
|