Security National Bank’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-29,318
| Closed | -$1.88M | – | 70 |
|
|
2019
Q4 | $1.88M | Sell |
29,318
-13,097
| -31% | -$841K | 0.84% | 43 |
|
|
2019
Q3 | $3.03M | Buy |
42,415
+3,207
| +8% | +$229K | 1.43% | 29 |
|
|
2019
Q2 | $2.94M | Buy |
39,208
+11,572
| +42% | +$869K | 1.45% | 29 |
|
|
2019
Q1 | $2.97M | Buy |
27,636
+2,775
| +11% | +$298K | 1.54% | 27 |
|
|
2018
Q4 | $2.68M | Buy |
24,861
+1,196
| +5% | +$129K | 1.67% | 26 |
|
|
2018
Q3 | $3.07M | Buy |
23,665
+680
| +3% | +$88.2K | 1.7% | 25 |
|
|
2018
Q2 | $3.06M | Buy |
22,985
+909
| +4% | +$121K | 1.94% | 23 |
|
|
2018
Q1 | $2.84M | Sell |
22,076
-461
| -2% | -$59.2K | 1.9% | 25 |
|
|
2017
Q4 | $3.24M | Sell |
22,537
-156
| -0.7% | -$22.4K | 2.1% | 18 |
|
|
2017
Q3 | $3.17M | Buy |
22,693
+237
| +1% | +$33.1K | 2.17% | 14 |
|
|
2017
Q2 | $2.86M | Buy |
22,456
+621
| +3% | +$79K | 2.08% | 13 |
|
|
2017
Q1 | $2.8M | Buy |
+21,835
| New | +$2.8M | 2.1% | 13 |
|