WealthPLAN Partners’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,747
| Closed | -$125K | – | 483 |
|
|
2023
Q2 | $125K | Buy |
1,747
+173
| +11% | +$12.4K | 0.02% | 360 |
|
|
2023
Q1 | $113K | Sell |
1,574
-1,043
| -40% | -$74.9K | 0.01% | 400 |
|
|
2022
Q4 | $200K | Buy |
+2,617
| New | +$200K | 0.01% | 376 |
|
|
2022
Q1 | $243K | Buy |
3,681
+204
| +6% | +$13.5K | 0.02% | 347 |
|
|
2021
Q4 | $266K | Buy |
3,477
+129
| +4% | +$9.87K | 0.02% | 331 |
|
|
2021
Q3 | $260K | Buy |
+3,348
| New | +$260K | 0.02% | 328 |
|
|
2019
Q4 | – | Sell |
-3,690
| Closed | -$258K | – | 248 |
|
|
2019
Q3 | $258K | Sell |
3,690
-623
| -14% | -$43.6K | 0.04% | 209 |
|
|
2019
Q2 | $295K | Sell |
4,313
-2,094
| -33% | -$143K | 0.04% | 188 |
|
|
2019
Q1 | $389K | Sell |
6,407
-175
| -3% | -$10.6K | 0.06% | 179 |
|
|
2018
Q4 | $720K | Sell |
6,582
-256
| -4% | -$28K | 0.12% | 122 |
|
|
2018
Q3 | $778K | Buy |
6,838
+56
| +0.8% | +$6.37K | 0.14% | 111 |
|
|
2018
Q2 | $902K | Buy |
6,782
+703
| +12% | +$93.5K | 0.18% | 106 |
|
|
2018
Q1 | $781K | Buy |
6,079
+600
| +11% | +$77.1K | 0.17% | 109 |
|
|
2017
Q4 | $787K | Sell |
5,479
-3,273
| -37% | -$470K | 0.21% | 100 |
|
|
2017
Q3 | $1.22M | Buy |
8,752
+3,290
| +60% | +$459K | 0.34% | 65 |
|
|
2017
Q2 | $695K | Buy |
5,462
+5,292
| +3,113% | +$673K | 0.2% | 86 |
|
|
2017
Q1 | $21.8K | Buy |
+170
| New | +$21.8K | 0.08% | 179 |
|
|
2016
Q3 | $438K | Sell |
4,189
-4,042
| -49% | -$423K | 0.14% | 90 |
|
|
2016
Q2 | $422K | Buy |
+8,231
| New | +$422K | 0.05% | 226 |
|
|
2015
Q4 | $407K | Buy |
+11,638
| New | +$407K | 0.07% | 177 |
|
|
2015
Q2 | $451K | Sell |
4,366
-1,574
| -26% | -$163K | 0.2% | 65 |
|
|
2015
Q1 | $577K | Buy |
+5,940
| New | +$577K | 0.27% | 66 |
|