WealthPLAN Partners’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,392
| Closed | -$125K | – | 483 |
|
|
2023
Q2 | $125K | Buy |
1,392
+138
| +11% | +$11.9K | 0.02% | 360 |
|
|
2023
Q1 | $113K | Sell |
1,254
-831
| -40% | -$75.8K | 0.01% | 400 |
|
|
2022
Q4 | $200K | Buy |
+2,085
| New | +$167K | 0.01% | 376 |
|
|
2022
Q1 | $243K | Buy |
2,933
+163
| +6% | +$15.9K | 0.02% | 347 |
|
|
2021
Q4 | $266K | Buy |
2,770
+103
| +4% | +$9.8K | 0.02% | 332 |
|
|
2021
Q3 | $260K | Buy |
+2,667
| New | +$247K | 0.02% | 330 |
|
|
2019
Q4 | – | Sell |
-2,940
| Closed | -$258K | – | 251 |
|
|
2019
Q3 | $258K | Sell |
2,940
-496
| -14% | -$43.7K | 0.04% | 209 |
|
|
2019
Q2 | $295K | Sell |
3,436
-1,669
| -33% | -$199K | 0.04% | 188 |
|
|
2019
Q1 | $389K | Sell |
5,105
-139
| -3% | -$19.3K | 0.06% | 179 |
|
|
2018
Q4 | $720K | Sell |
5,244
-203
| -4% | -$29.2K | 0.12% | 122 |
|
|
2018
Q3 | $778K | Buy |
5,447
+44
| +0.8% | +$7.57K | 0.14% | 111 |
|
|
2018
Q2 | $902K | Buy |
5,403
+560
| +12% | +$93.7K | 0.18% | 106 |
|
|
2018
Q1 | $781K | Buy |
4,843
+478
| +11% | +$86.5K | 0.17% | 109 |
|
|
2017
Q4 | $787K | Sell |
4,365
-2,608
| -37% | -$470K | 0.21% | 100 |
|
|
2017
Q3 | $1.22M | Buy |
6,973
+2,622
| +60% | +$438K | 0.34% | 65 |
|
|
2017
Q2 | $695K | Buy |
4,351
+4,216
| +3,123% | +$670K | 0.2% | 86 |
|
|
2017
Q1 | $21.8K | Buy |
+135
| New | +$21K | 0.08% | 179 |
|
|
2016
Q3 | $438K | Sell |
3,338
-3,219
| -49% | -$429K | 0.14% | 90 |
|
|
2016
Q2 | $422K | Buy |
+6,557
| New | +$863K | 0.05% | 226 |
|
|
2015
Q4 | $407K | Buy |
+9,271
| New | +$1.19M | 0.07% | 177 |
|
|
2015
Q2 | $451K | Sell |
3,478
-1,254
| -27% | -$162K | 0.2% | 65 |
|
|
2015
Q1 | $577K | Buy |
+4,732
| New | +$562K | 0.27% | 66 |
|
Other funds holding DD
N
