PPWM
PFG Private Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,253
| Closed | -$168K | – | 103 |
|
|
2025
Q1 | $168K | Buy |
2,253
+7
| +0.3% | +$523 | 0.09% | 66 |
|
|
2024
Q4 | $171K | Sell |
2,246
-20
| -0.9% | -$1.53K | 0.1% | 55 |
|
|
2024
Q3 | $202K | Sell |
2,266
-30
| -1% | -$2.67K | 0.12% | 54 |
|
|
2024
Q2 | $185K | Sell |
2,296
-55
| -2% | -$4.43K | 0.11% | 55 |
|
|
2024
Q1 | $180K | Buy |
2,351
+86
| +4% | +$6.59K | 0.11% | 58 |
|
|
2023
Q4 | $174K | Buy |
2,265
+1,757
| +346% | +$135K | 0.12% | 51 |
|
|
2023
Q3 | $37.9K | Sell |
508
-988
| -66% | -$73.7K | 0.03% | 104 |
|
|
2023
Q2 | $107K | Buy |
1,496
+180
| +14% | +$12.9K | 0.06% | 97 |
|
|
2023
Q1 | $94.4K | Buy |
1,316
+304
| +30% | +$21.8K | 0.06% | 105 |
|
|
2022
Q4 | $69K | Buy |
1,012
+974
| +2,563% | +$66.4K | 0.04% | 122 |
|
|
2022
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 294 |
|
|
2022
Q2 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 282 |
|