Smith Salley Wealth Management’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 |
-41,364
| Closed | -$2.66M | – | 185 |
|
|
2019
Q4 | $2.66M | Sell |
41,364
-6,027
| -13% | -$387K | 0.35% | 73 |
|
|
2019
Q3 | $3.38M | Sell |
47,391
-567
| -1% | -$40.4K | 0.48% | 63 |
|
|
2019
Q2 | $3.6M | Sell |
47,958
-21,259
| -31% | -$1.6M | 0.54% | 56 |
|
|
2019
Q1 | $7.44M | Buy |
69,217
+5,108
| +8% | +$549K | 1.2% | 34 |
|
|
2018
Q4 | $6.92M | Sell |
64,109
-20,372
| -24% | -$2.2M | 1.27% | 28 |
|
|
2018
Q3 | $11M | Buy |
84,481
+1,529
| +2% | +$198K | 1.73% | 14 |
|
|
2018
Q2 | $11M | Sell |
82,952
-16,870
| -17% | -$2.24M | 1.89% | 8 |
|
|
2018
Q1 | $12.8M | Buy |
99,822
+3,003
| +3% | +$386K | 2.3% | 6 |
|
|
2017
Q4 | $13.9M | Buy |
96,819
+1,677
| +2% | +$242K | 2.5% | 5 |
|
|
2017
Q3 | $13.3M | Buy |
95,142
+59,055
| +164% | +$8.27M | 2.55% | 4 |
|
|
2017
Q2 | $4.59M | Buy |
36,087
+378
| +1% | +$48.1K | 0.92% | 40 |
|
|
2017
Q1 | $4.58M | Buy |
35,709
+440
| +1% | +$56.4K | 0.94% | 41 |
|
|
2016
Q4 | $4.07M | Buy |
35,269
+1,175
| +3% | +$136K | 0.85% | 45 |
|
|
2016
Q3 | $3.57M | Buy |
34,094
+4,277
| +14% | +$447K | 0.79% | 49 |
|
|
2016
Q2 | $2.99M | Buy |
29,817
+5,289
| +22% | +$530K | 0.7% | 50 |
|
|
2016
Q1 | $2.52M | Sell |
24,528
-36
| -0.1% | -$3.69K | 0.63% | 53 |
|
|
2015
Q4 | $2.55M | Sell |
24,564
-1,496
| -6% | -$155K | 0.64% | 53 |
|
|
2015
Q3 | $2.23M | Buy |
26,060
+235
| +0.9% | +$20.1K | 0.6% | 52 |
|
|
2015
Q2 | $2.67M | Buy |
25,825
+2,153
| +9% | +$222K | 0.68% | 49 |
|
|
2015
Q1 | $2.29M | Buy |
23,672
+5,195
| +28% | +$503K | 0.58% | 58 |
|
|
2014
Q4 | $1.7M | Buy |
18,477
+3,624
| +24% | +$333K | 0.44% | 69 |
|
|
2014
Q3 | $1.57M | Buy |
14,853
+5,184
| +54% | +$549K | 0.42% | 78 |
|
|
2014
Q2 | $1M | Buy |
9,669
+3,832
| +66% | +$398K | 0.27% | 100 |
|
|
2014
Q1 | $572K | Buy |
5,837
+1,800
| +45% | +$176K | 0.36% | 66 |
|
|
2013
Q4 | $362K | Buy |
+4,037
| New | +$362K | 0.24% | 70 |
|