MSWM
Mowery & Schoenfeld Wealth Management’s Corteva CTVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Hold |
4,154
| – | – | 0.47% | 34 |
|
|
2025
Q1 | $261K | Sell |
4,154
-4
| -0.1% | -$252 | 0.51% | 40 |
|
|
2024
Q4 | $237K | Buy |
4,158
+36
| +0.9% | +$2.05K | 0.46% | 39 |
|
|
2024
Q3 | $242K | Hold |
4,122
| – | – | 0.38% | 32 |
|
|
2024
Q2 | $222K | Hold |
4,122
| – | – | 0.32% | 35 |
|
|
2024
Q1 | $238K | Hold |
4,122
| – | – | 0.46% | 27 |
|
|
2023
Q4 | $198K | Buy |
+4,122
| New | +$198K | 0.4% | 36 |
|