TW
Transform Wealth’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,405
| Closed | -$243K | – | 242 |
|
|
2023
Q2 | $243K | Buy |
3,405
+5
| +0.1% | +$357 | 0.02% | 228 |
|
|
2023
Q1 | $244K | Buy |
+3,400
| New | +$244K | 0.02% | 224 |
|
|
2019
Q3 | – | Sell |
-7,958
| Closed | -$597K | – | 216 |
|
|
2019
Q2 | $597K | Sell |
7,958
-36,752
| -82% | -$2.76M | 0.09% | 165 |
|
|
2019
Q1 | $2.38M | Sell |
44,710
-31,848
| -42% | -$1.7M | 0.44% | 81 |
|
|
2018
Q4 | $4.09M | Sell |
76,558
-8,865
| -10% | -$474K | 0.84% | 49 |
|
|
2018
Q3 | $5.49M | Sell |
85,423
-8,403
| -9% | -$540K | 0.95% | 36 |
|
|
2018
Q2 | $6.19M | Sell |
93,826
-4,123
| -4% | -$272K | 1.12% | 24 |
|
|
2018
Q1 | $6.24M | Sell |
97,949
-11,182
| -10% | -$712K | 1.19% | 19 |
|
|
2017
Q4 | $7.77M | Buy |
109,131
+97,201
| +815% | +$6.92M | 1.43% | 11 |
|
|
2017
Q3 | $826K | Buy |
+11,930
| New | +$826K | 0.29% | 115 |
|