TRUE Private Wealth Advisors’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 |
-341
| Closed | -$24K | – | 340 |
|
|
2020
Q4 | $24K | Hold |
341
| – | – | ﹤0.01% | 425 |
|
|
2020
Q3 | $18K | Sell |
341
-341
| -50% | -$18K | ﹤0.01% | 421 |
|
|
2020
Q2 | $36K | Buy |
682
+200
| +41% | +$10.6K | 0.01% | 350 |
|
|
2020
Q1 | $16K | Sell |
482
-1,044
| -68% | -$34.7K | ﹤0.01% | 395 |
|
|
2019
Q4 | $97K | Buy |
+1,526
| New | +$97K | 0.01% | 292 |
|
|
2019
Q3 | – | Sell |
-1,868
| Closed | -$140K | – | 336 |
|
|
2019
Q2 | $140K | Sell |
1,868
-1,030
| -36% | -$77.2K | 0.02% | 231 |
|
|
2019
Q1 | $311K | Sell |
2,898
-425
| -13% | -$45.6K | 0.06% | 148 |
|
|
2018
Q4 | $358K | Sell |
3,323
-662
| -17% | -$71.3K | 0.06% | 168 |
|
|
2018
Q3 | $517K | Buy |
3,985
+19
| +0.5% | +$2.47K | 0.07% | 164 |
|
|
2018
Q2 | $527K | Buy |
3,966
+407
| +11% | +$54.1K | 0.08% | 159 |
|
|
2018
Q1 | $457K | Hold |
3,559
| – | – | 0.08% | 145 |
|
|
2017
Q4 | $511K | Buy |
3,559
+1,123
| +46% | +$161K | 0.09% | 123 |
|
|
2017
Q3 | $340K | Buy |
+2,436
| New | +$340K | 0.08% | 113 |
|