Mount Yale Investment Advisors’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4K | Buy |
+341
| New | +$23.4K | ﹤0.01% | 1011 |
|
|
2024
Q2 | – | Sell |
-3,311
| Closed | -$254K | – | 541 |
|
|
2024
Q1 | $254K | Buy |
3,311
+67
| +2% | +$5.14K | 0.02% | 484 |
|
|
2023
Q4 | $250K | Sell |
3,244
-2,038
| -39% | -$157K | 0.02% | 449 |
|
|
2023
Q3 | $394K | Sell |
5,282
-1,207
| -19% | -$90K | 0.04% | 343 |
|
|
2023
Q2 | $464K | Sell |
6,489
-1,037
| -14% | -$74.1K | 0.05% | 320 |
|
|
2023
Q1 | $540K | Sell |
7,526
-2,854
| -27% | -$205K | 0.06% | 288 |
|
|
2022
Q4 | $712K | Buy |
10,380
+45
| +0.4% | +$3.09K | 0.08% | 244 |
|
|
2022
Q3 | $521K | Buy |
10,335
+743
| +8% | +$37.5K | 0.07% | 263 |
|
|
2022
Q2 | $533K | Buy |
9,592
+677
| +8% | +$37.6K | 0.07% | 282 |
|
|
2022
Q1 | $656K | Buy |
8,915
+571
| +7% | +$42K | 0.07% | 265 |
|
|
2021
Q4 | $674K | Buy |
8,344
+644
| +8% | +$52K | 0.07% | 250 |
|
|
2021
Q3 | $524K | Buy |
7,700
+139
| +2% | +$9.46K | 0.06% | 274 |
|
|
2021
Q2 | $585K | Buy |
7,561
+467
| +7% | +$36.1K | 0.07% | 249 |
|
|
2021
Q1 | $548K | Buy |
7,094
+61
| +0.9% | +$4.71K | 0.07% | 251 |
|
|
2020
Q4 | $500K | Buy |
7,033
+690
| +11% | +$49.1K | 0.07% | 253 |
|
|
2020
Q3 | $352K | Buy |
6,343
+447
| +8% | +$24.8K | 0.05% | 264 |
|
|
2020
Q2 | $313K | Buy |
+5,896
| New | +$313K | 0.06% | 262 |
|
|
2020
Q1 | – | Sell |
-4,417
| Closed | -$226K | – | 301 |
|
|
2019
Q4 | $226K | Buy |
+4,417
| New | +$226K | 0.04% | 301 |
|
|
2019
Q2 | – | Sell |
-2,632
| Closed | -$283K | – | 310 |
|
|
2019
Q1 | $283K | Sell |
2,632
-1,108
| -30% | -$119K | 0.05% | 263 |
|
|
2018
Q4 | $392K | Buy |
3,740
+2,447
| +189% | +$256K | 0.08% | 220 |
|
|
2018
Q3 | $156K | Sell |
1,293
-317
| -20% | -$38.2K | 0.03% | 326 |
|
|
2018
Q2 | $214K | Sell |
1,610
-982
| -38% | -$131K | 0.04% | 299 |
|
|
2018
Q1 | $333K | Buy |
+2,592
| New | +$333K | 0.07% | 233 |
|