Meristem Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $406K | Buy |
5,512
+1,879
| +52% | +$138K | 0.04% | 215 |
|
|
2021
Q4 | $293K | Sell |
3,633
-1,385
| -28% | -$112K | 0.03% | 302 |
|
|
2021
Q3 | $341K | Buy |
+5,018
| New | +$341K | 0.03% | 288 |
|
|
2019
Q1 | – | Sell |
-1,877
| Closed | -$203K | – | 153 |
|
|
2018
Q4 | $203K | Buy |
1,877
+47
| +3% | +$5.08K | 0.07% | 121 |
|
|
2018
Q3 | $237K | Hold |
1,830
| – | – | 0.08% | 123 |
|
|
2018
Q2 | $243K | Sell |
1,830
-855
| -32% | -$114K | 0.09% | 118 |
|
|
2018
Q1 | $345K | Hold |
2,685
| – | – | 0.12% | 95 |
|
|
2017
Q4 | $386K | Hold |
2,685
| – | – | 0.14% | 78 |
|
|
2017
Q3 | $375K | Buy |
+2,685
| New | +$375K | 0.15% | 77 |
|