MWM
MinichMacGregor Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-42
| Closed | -$2.94K | – | 219 |
|
|
2022
Q4 | $2.94K | Buy |
+42
| New | +$2.94K | ﹤0.01% | 537 |
|
|
2018
Q4 | – | Sell |
-519
| Closed | -$67K | – | 188 |
|
|
2018
Q3 | $67K | Sell |
519
-8
| -2% | -$1.03K | 0.04% | 108 |
|
|
2018
Q2 | $69K | Buy |
527
+25
| +5% | +$3.27K | 0.05% | 95 |
|
|
2018
Q1 | $64K | Buy |
502
+53
| +12% | +$6.76K | 0.05% | 97 |
|
|
2017
Q4 | $64K | Buy |
449
+1
| +0.2% | +$143 | 0.05% | 92 |
|
|
2017
Q3 | $62K | Buy |
+448
| New | +$62K | 0.05% | 90 |
|