PWAG
Polaris Wealth Advisory Group’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-419,782
| Closed | -$33.9M | – | 169 |
|
|
2021
Q4 | $33.9M | Buy |
+419,782
| New | +$33.9M | 1.95% | 17 |
|
|
2021
Q2 | – | Sell |
-324,999
| Closed | -$24.7M | – | 175 |
|
|
2021
Q1 | $24.7M | Sell |
324,999
-13,082
| -4% | -$992K | 1.58% | 23 |
|
|
2020
Q4 | $27.7M | Buy |
+338,081
| New | +$27.7M | 2.07% | 9 |
|
|
2018
Q4 | – | Sell |
-1,024
| Closed | -$66K | – | 216 |
|
|
2018
Q3 | $66K | Buy |
+1,024
| New | +$66K | ﹤0.01% | 227 |
|
|
2018
Q2 | – | Sell |
-256
| Closed | -$16K | – | 296 |
|
|
2018
Q1 | $16K | Buy |
+256
| New | +$16K | ﹤0.01% | 315 |
|