United Asset Strategies’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-36,043
| Closed | -$2.31M | – | 179 |
|
|
2019
Q4 | $2.31M | Buy |
+36,043
| New | +$2.31M | 0.45% | 65 |
|
|
2019
Q3 | – | Sell |
-16,183
| Closed | -$727K | – | 184 |
|
|
2019
Q2 | $727K | Buy |
16,183
+4,080
| +34% | +$183K | 0.17% | 112 |
|
|
2019
Q1 | $1.3M | Buy |
12,103
+3,441
| +40% | +$370K | 0.31% | 85 |
|
|
2018
Q4 | $935K | Sell |
8,662
-1,464
| -14% | -$158K | 0.26% | 88 |
|
|
2018
Q3 | $1.31M | Buy |
10,126
+74
| +0.7% | +$9.6K | 0.31% | 73 |
|
|
2018
Q2 | $1.34M | Sell |
10,052
-982
| -9% | -$131K | 0.35% | 74 |
|
|
2018
Q1 | $1.42M | Sell |
11,034
-7
| -0.1% | -$900 | 0.42% | 63 |
|
|
2017
Q4 | $1.59M | Buy |
+11,041
| New | +$1.59M | 0.43% | 67 |
|