WKWM
Walter & Keenan Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,660
| Closed | -$408K | – | 150 |
|
|
2019
Q1 | $408K | Sell |
7,660
-3,544
| -32% | -$189K | 0.18% | 101 |
|
|
2018
Q4 | $599K | Sell |
11,204
-738
| -6% | -$39.5K | 0.27% | 73 |
|
|
2018
Q3 | $768 | Sell |
11,942
-1,500
| -11% | -$96 | 0.23% | 73 |
|
|
2018
Q2 | $886K | Sell |
13,442
-423
| -3% | -$27.9K | 0.38% | 64 |
|
|
2018
Q1 | $883K | Hold |
13,865
| – | – | 0.38% | 65 |
|
|
2017
Q4 | $987K | Buy |
13,865
+980
| +8% | +$69.8K | 0.41% | 67 |
|
|
2017
Q3 | $892K | Buy |
12,885
+8,685
| +207% | +$601K | 0.41% | 68 |
|
|
2017
Q2 | $265K | Hold |
4,200
| – | – | 0.13% | 125 |
|
|
2017
Q1 | $267K | Sell |
4,200
-483
| -10% | -$30.7K | 0.14% | 122 |
|
|
2016
Q4 | $268K | Buy |
4,683
+483
| +12% | +$27.6K | 0.14% | 120 |
|
|
2016
Q3 | $218K | Hold |
4,200
| – | – | 0.12% | 127 |
|
|
2016
Q2 | $209K | Hold |
4,200
| – | – | 0.12% | 129 |
|
|
2016
Q1 | $214K | Hold |
4,200
| – | – | 0.12% | 125 |
|
|
2015
Q4 | $216K | Buy |
+4,200
| New | +$216K | 0.13% | 127 |
|