Patriot Wealth Management’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-69,146
| Closed | -$8.97M | – | 80 |
|
|
2018
Q3 | $8.97M | Buy |
69,146
+1,492
| +2% | +$194K | 1.13% | 32 |
|
|
2018
Q2 | $9M | Buy |
67,654
+1,597
| +2% | +$212K | 1.24% | 24 |
|
|
2018
Q1 | $8.49M | Buy |
66,057
+25,463
| +63% | +$3.27M | 1.21% | 24 |
|
|
2017
Q4 | $5.83M | Buy |
+40,594
| New | +$5.83M | 0.83% | 45 |
|
|
2015
Q2 | – | Sell |
-50,893
| Closed | -$4.93M | – | 63 |
|
|
2015
Q1 | $4.93M | Buy |
50,893
+1,731
| +4% | +$168K | 1.1% | 35 |
|
|
2014
Q4 | $4.52M | Buy |
+49,162
| New | +$4.52M | 1.06% | 39 |
|
|
2014
Q2 | – | Sell |
-44,291
| Closed | -$4.34M | – | 61 |
|
|
2014
Q1 | $4.34M | Buy |
44,291
+391
| +0.9% | +$38.3K | 1.16% | 35 |
|
|
2013
Q4 | $3.93M | Buy |
43,900
+168
| +0.4% | +$15K | 1.08% | 38 |
|
|
2013
Q3 | $3.39M | Buy |
+43,732
| New | +$3.39M | 1% | 42 |
|