SOA Wealth Advisors’s DuPont de Nemours DD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.44K | Buy |
79
+26
| +49% | +$1.79K | ﹤0.01% | 650 |
|
2025
Q1 | $3.97K | Hold |
53
| – | – | ﹤0.01% | 651 |
|
2024
Q4 | $4.04K | Sell |
53
-213
| -80% | -$16.2K | ﹤0.01% | 633 |
|
2024
Q3 | $23.7K | Hold |
266
| – | – | ﹤0.01% | 427 |
|
2024
Q2 | $21.4K | Hold |
266
| – | – | ﹤0.01% | 431 |
|
2024
Q1 | $20.4K | Buy |
266
+1
| +0.4% | +$77 | ﹤0.01% | 442 |
|
2023
Q4 | $20.4K | Hold |
265
| – | – | ﹤0.01% | 427 |
|
2023
Q3 | $19.8K | Hold |
265
| – | – | ﹤0.01% | 422 |
|
2023
Q2 | $18.9K | Hold |
265
| – | – | ﹤0.01% | 439 |
|
2023
Q1 | $19K | Hold |
265
| – | – | ﹤0.01% | 432 |
|
2022
Q4 | $18.2K | Sell |
265
-24
| -8% | -$1.65K | ﹤0.01% | 419 |
|
2022
Q3 | $14K | Buy |
289
+24
| +9% | +$1.16K | ﹤0.01% | 453 |
|
2022
Q2 | $14K | Sell |
265
-49
| -16% | -$2.59K | ﹤0.01% | 441 |
|
2022
Q1 | $23K | Hold |
314
| – | – | 0.01% | 438 |
|
2021
Q4 | $25K | Hold |
314
| – | – | 0.01% | 404 |
|
2021
Q3 | $21K | Buy |
314
+42
| +15% | +$2.81K | 0.01% | 448 |
|
2021
Q2 | $21K | Buy |
272
+4
| +1% | +$309 | 0.01% | 451 |
|
2021
Q1 | $20K | Sell |
268
-4
| -1% | -$299 | 0.01% | 401 |
|
2020
Q4 | $19K | Buy |
+272
| New | +$19K | 0.01% | 410 |
|