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Surevest’s DuPont de Nemours DD Stock Holding History

Surevest’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$34K Hold
675
– – 0.01% 206
2022
Q2 		$38K Hold
675
– – 0.01% 216
2022
Q1 		$50K Hold
675
– – 0.01% 185
2021
Q4 		$55K Buy
+675
New +$55K 0.01% 184