PWA
Phoenix Wealth Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,714
| Closed | -$117K | – | 168 |
|
|
2021
Q3 | $117K | Hold |
1,714
| – | – | 0.09% | 146 |
|
|
2021
Q2 | $132K | Hold |
1,714
| – | – | 0.1% | 140 |
|
|
2021
Q1 | $134K | Sell |
1,714
-95
| -5% | -$7.43K | 0.1% | 137 |
|
|
2020
Q4 | $129K | Buy |
+1,809
| New | +$129K | 0.1% | 132 |
|