VWA
V Wealth Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,389
| Closed | -$244K | – | 380 |
|
|
2022
Q2 | $244K | Buy |
+4,389
| New | +$244K | 0.05% | 350 |
|
|
2019
Q2 | – | Sell |
-5,521
| Closed | -$213K | – | 275 |
|
|
2019
Q1 | $213K | Buy |
5,521
+297
| +6% | +$11.5K | 0.09% | 233 |
|
|
2018
Q4 | $289K | Sell |
5,224
-480
| -8% | -$26.6K | 0.15% | 156 |
|
|
2018
Q3 | $366K | Sell |
5,704
-17
| -0.3% | -$1.09K | 0.17% | 149 |
|
|
2018
Q2 | $388K | Buy |
5,721
+314
| +6% | +$21.3K | 0.22% | 116 |
|
|
2018
Q1 | $336K | Buy |
5,407
+25
| +0.5% | +$1.55K | 0.18% | 135 |
|
|
2017
Q4 | $403K | Buy |
5,382
+899
| +20% | +$67.3K | 0.2% | 120 |
|
|
2017
Q3 | $310K | Buy |
4,483
+435
| +11% | +$30.1K | 0.16% | 132 |
|
|
2017
Q2 | $256K | Sell |
4,048
-1,420
| -26% | -$89.8K | 0.12% | 155 |
|
|
2017
Q1 | $346K | Buy |
5,468
+928
| +20% | +$58.7K | 0.21% | 121 |
|
|
2016
Q4 | $261K | Sell |
4,540
-72
| -2% | -$4.14K | 0.19% | 145 |
|
|
2016
Q3 | $238K | Sell |
4,612
-194
| -4% | -$10K | 0.19% | 145 |
|
|
2016
Q2 | $239K | Sell |
4,806
-795
| -14% | -$39.5K | 0.2% | 138 |
|
|
2016
Q1 | $289K | Buy |
+5,601
| New | +$289K | 0.23% | 98 |
|