PWM
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Patriot Wealth Management’s DuPont de Nemours DD Stock Holding History

Patriot Wealth Management’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-55,087
Closed -$8.97M – 80
2018
Q3 		$8.97M Buy
55,087
+1,190
+2% +$205K 1.13% 32
2018
Q2 		$9M Buy
53,897
+1,272
+2% +$213K 1.24% 24
2018
Q1 		$8.49M Buy
52,625
+20,285
+63% +$3.67M 1.21% 24
2017
Q4 		$5.83M Buy
+32,340
New +$5.82M 0.83% 45
2015
Q2 		– Sell
-40,544
Closed -$4.93M – 63
2015
Q1 		$4.93M Buy
40,544
+1,379
+4% +$164K 1.1% 35
2014
Q4 		$4.52M Buy
+39,165
New +$4.77M 1.06% 39
2014
Q2 		– Sell
-35,285
Closed -$4.34M – 61
2014
Q1 		$4.34M Buy
35,285
+312
+0.9% +$36.8K 1.16% 35
2013
Q4 		$3.93M Buy
34,973
+133
+0.4% +$13.6K 1.08% 38
2013
Q3 		$3.39M Buy
+34,840
New +$3.24M 1% 42

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return