SWM
SVA Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,847
| Closed | -$311K | – | 192 |
|
|
2019
Q4 | $311K | Sell |
4,847
-4,024
| -45% | -$258K | 0.03% | 176 |
|
|
2019
Q3 | $633K | Buy |
8,871
+237
| +3% | +$16.9K | 0.06% | 136 |
|
|
2019
Q2 | $648K | Sell |
8,634
-20,330
| -70% | -$1.53M | 0.06% | 136 |
|
|
2019
Q1 | $1.54M | Buy |
28,964
+3,403
| +13% | +$181K | 0.15% | 109 |
|
|
2018
Q4 | $1.37M | Sell |
25,561
-11,055
| -30% | -$591K | 0.15% | 102 |
|
|
2018
Q3 | $2.36M | Buy |
36,616
+125
| +0.3% | +$8.04K | 0.24% | 85 |
|
|
2018
Q2 | $2.41M | Buy |
36,491
+30,839
| +546% | +$2.03M | 0.26% | 81 |
|
|
2018
Q1 | $391K | Buy |
5,652
+1,275
| +29% | +$88.2K | 0.05% | 158 |
|
|
2017
Q4 | $312K | Sell |
4,377
-1,275
| -23% | -$90.9K | 0.04% | 175 |
|
|
2017
Q3 | $391K | Buy |
+5,652
| New | +$391K | 0.05% | 158 |
|
|
2016
Q4 | – | Sell |
-4,645
| Closed | -$241K | – | 199 |
|
|
2016
Q3 | $241K | Buy |
+4,645
| New | +$241K | 0.04% | 181 |
|