McKinley Carter Wealth Services’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
Q1 | – | Sell |
-1,958
| Closed | -$211K | – | 150 |
|
2018
Q4 | $211K | Sell |
1,958
-20
| -1% | -$2.16K | 0.07% | 141 |
|
2018
Q3 | $257K | Hold |
1,978
| – | – | 0.08% | 143 |
|
2018
Q2 | $263K | Buy |
1,978
+81
| +4% | +$10.8K | 0.08% | 141 |
|
2018
Q1 | $244K | Sell |
1,897
-1
| -0.1% | -$129 | 0.08% | 144 |
|
2017
Q4 | $273K | Sell |
1,898
-53
| -3% | -$7.62K | 0.09% | 134 |
|
2017
Q3 | $273K | Buy |
+1,951
| New | +$273K | 0.1% | 127 |
|