MWP
Moller Wealth Partners’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,900
| Closed | -$250K | – | 47 |
|
|
2019
Q4 | $250K | Hold |
3,900
| – | – | 0.11% | 46 |
|
|
2019
Q3 | $278K | Hold |
3,900
| – | – | 0.13% | 41 |
|
|
2019
Q2 | $293K | Sell |
3,900
-22,104
| -85% | -$1.66M | 0.15% | 44 |
|
|
2019
Q1 | $1.42M | Buy |
26,004
+11,700
| +82% | +$637K | 0.63% | 22 |
|
|
2018
Q4 | $792K | Buy |
14,304
+2,604
| +22% | +$144K | 0.52% | 31 |
|
|
2018
Q3 | $752K | Hold |
11,700
| – | – | 0.33% | 24 |
|
|
2018
Q2 | $771K | Hold |
11,700
| – | – | 0.3% | 26 |
|
|
2018
Q1 | $745K | Sell |
11,700
-1,200
| -9% | -$76.4K | 0.32% | 25 |
|
|
2017
Q4 | $919K | Hold |
12,900
| – | – | 0.35% | 25 |
|
|
2017
Q3 | $893K | Buy |
+12,900
| New | +$893K | 0.34% | 24 |
|