SVWAG
Sound View Wealth Advisors Group’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,792
| Closed | -$205K | – | 282 |
|
|
2022
Q1 | $205K | Sell |
2,792
-142
| -5% | -$10.4K | 0.04% | 279 |
|
|
2021
Q4 | $237K | Buy |
+2,934
| New | +$237K | 0.04% | 268 |
|
|
2021
Q3 | – | Sell |
-2,786
| Closed | -$216K | – | 288 |
|
|
2021
Q2 | $216K | Sell |
2,786
-811
| -23% | -$62.9K | 0.05% | 268 |
|
|
2021
Q1 | $278K | Sell |
3,597
-347
| -9% | -$26.8K | 0.06% | 230 |
|
|
2020
Q4 | $280K | Sell |
3,944
-165
| -4% | -$11.7K | 0.07% | 212 |
|
|
2020
Q3 | $228K | Sell |
4,109
-142
| -3% | -$7.88K | 0.06% | 228 |
|
|
2020
Q2 | $226K | Buy |
+4,251
| New | +$226K | 0.06% | 219 |
|
|
2020
Q1 | – | Sell |
-5,155
| Closed | -$331K | – | 222 |
|
|
2019
Q4 | $331K | Sell |
5,155
-13
| -0.3% | -$835 | 0.09% | 175 |
|
|
2019
Q3 | $369K | Sell |
5,168
-221
| -4% | -$15.8K | 0.11% | 165 |
|
|
2019
Q2 | $405K | Buy |
+5,389
| New | +$405K | 0.12% | 160 |
|