Peak Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,465
| Closed | -$220K | – | 98 |
|
|
2024
Q3 | $220K | Buy |
+2,465
| New | +$220K | 0.06% | 96 |
|
|
2024
Q2 | – | Sell |
-2,715
| Closed | -$208K | – | 98 |
|
|
2024
Q1 | $208K | Buy |
2,715
+66
| +2% | +$5.06K | 0.07% | 95 |
|
|
2023
Q4 | $204K | Buy |
+2,649
| New | +$204K | 0.07% | 84 |
|
|
2022
Q1 | – | Sell |
-2,649
| Closed | -$214K | – | 77 |
|
|
2021
Q4 | $214K | Buy |
+2,649
| New | +$214K | 0.07% | 73 |
|
|
2021
Q3 | – | Sell |
-2,649
| Closed | -$205K | – | 73 |
|
|
2021
Q2 | $205K | Hold |
2,649
| – | – | 0.07% | 70 |
|
|
2021
Q1 | $205K | Buy |
+2,649
| New | +$205K | 0.07% | 72 |
|