Summit Wealth & Retirement Planning’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,051
| Closed | -$359K | – | 108 |
|
|
2020
Q4 | $359K | Hold |
5,051
| – | – | 0.14% | 89 |
|
|
2020
Q3 | $280K | Hold |
5,051
| – | – | 0.12% | 90 |
|
|
2020
Q2 | $268K | Buy |
+5,051
| New | +$268K | 0.13% | 98 |
|
|
2020
Q1 | – | Sell |
-5,051
| Closed | -$324K | – | 117 |
|
|
2019
Q4 | $324K | Sell |
5,051
-245
| -5% | -$15.7K | 0.14% | 104 |
|
|
2019
Q3 | $378K | Hold |
5,296
| – | – | 0.23% | 86 |
|
|
2019
Q2 | $398K | Sell |
5,296
-2,583
| -33% | -$194K | 0.23% | 87 |
|
|
2019
Q1 | $847K | Hold |
7,879
| – | – | 0.5% | 49 |
|
|
2018
Q4 | $850K | Buy |
+7,879
| New | +$850K | 0.64% | 40 |
|