Sheets Smith Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,672
| Closed | -$287K | – | 316 |
|
|
2019
Q1 | $287K | Hold |
2,672
| – | – | 0.06% | 276 |
|
|
2018
Q4 | $288K | Buy |
2,672
+1,025
| +62% | +$110K | 0.08% | 232 |
|
|
2018
Q3 | $214K | Hold |
1,647
| – | – | 0.04% | 322 |
|
|
2018
Q2 | $219K | Sell |
1,647
-14
| -0.8% | -$1.86K | 0.05% | 292 |
|
|
2018
Q1 | $213K | Hold |
1,661
| – | – | 0.05% | 293 |
|
|
2017
Q4 | $239K | Buy |
1,661
+198
| +14% | +$28.5K | 0.06% | 294 |
|
|
2017
Q3 | $204K | Buy |
+1,463
| New | +$204K | 0.05% | 293 |
|
|
2014
Q4 | – | Sell |
-11,675
| Closed | -$1.24M | – | 252 |
|
|
2014
Q3 | $1.24M | Buy |
11,675
+655
| +6% | +$69.3K | 0.34% | 88 |
|
|
2014
Q2 | $1.14M | Buy |
+11,020
| New | +$1.14M | 0.31% | 93 |
|