SWM
Selective Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-185
| Closed | -$14K | – | 594 |
|
|
2021
Q2 | $14K | Sell |
185
-233
| -56% | -$17.6K | 0.01% | 305 |
|
|
2021
Q1 | $32K | Buy |
418
+308
| +280% | +$23.6K | 0.03% | 155 |
|
|
2020
Q4 | $8K | Sell |
110
-9,018
| -99% | -$656K | 0.01% | 259 |
|
|
2020
Q3 | $506K | Sell |
9,128
-3,600
| -28% | -$200K | 0.4% | 28 |
|
|
2020
Q2 | $676K | Buy |
+12,728
| New | +$676K | 0.56% | 23 |
|