Squar Milner Financial Services’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
Q2 | – | Sell |
-708
| Closed | -$24K | – | 327 |
|
|
2020
Q1 | $24K | Hold |
708
| – | – | 0.01% | 437 |
|
|
2019
Q4 | $45K | Buy |
+708
| New | +$45K | 0.02% | 417 |
|
|
2019
Q3 | – | Sell |
-2,831
| Closed | -$213K | – | 329 |
|
|
2019
Q2 | $213K | Sell |
2,831
-451
| -14% | -$33.9K | 0.14% | 152 |
|
|
2019
Q1 | $352K | Buy |
3,282
+166
| +5% | +$17.8K | 0.26% | 87 |
|
|
2018
Q4 | $336K | Buy |
3,116
+870
| +39% | +$93.8K | 0.32% | 77 |
|
|
2018
Q3 | $291K | Sell |
2,246
-186
| -8% | -$24.1K | 0.26% | 103 |
|
|
2018
Q2 | $323K | Sell |
2,432
-232
| -9% | -$30.8K | 0.28% | 94 |
|
|
2018
Q1 | $342K | Buy |
2,664
+69
| +3% | +$8.86K | 0.43% | 78 |
|
|
2017
Q4 | $397K | Buy |
+2,595
| New | +$397K | 0.48% | 68 |
|