Valmark Advisers’s DuPont de Nemours DD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,547
Closed -$227K 597
2024
Q3
$227K Buy
+2,547
New +$227K ﹤0.01% 556
2019
Q2
Sell
-2,252
Closed -$242K 230
2019
Q1
$242K Hold
2,252
0.01% 198
2018
Q4
$243K Sell
2,252
-36
-2% -$3.89K 0.01% 183
2018
Q3
$297K Hold
2,288
0.01% 160
2018
Q2
$304K Sell
2,288
-39
-2% -$5.18K 0.01% 152
2018
Q1
$299K Sell
2,327
-35
-1% -$4.5K 0.01% 150
2017
Q4
$339K Buy
+2,362
New +$339K 0.01% 139