WealthSource Partners’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $490K | Sell |
6,370
-107
| -2% | -$8.23K | 0.03% | 329 |
|
|
2023
Q3 | $483K | Buy |
6,477
+1,909
| +42% | +$142K | 0.03% | 318 |
|
|
2023
Q2 | $326K | Sell |
4,568
-25
| -0.5% | -$1.79K | 0.02% | 394 |
|
|
2023
Q1 | $330K | Sell |
4,593
-7
| -0.2% | -$502 | 0.02% | 389 |
|
|
2022
Q4 | $316K | Sell |
4,600
-10
| -0.2% | -$686 | 0.02% | 386 |
|
|
2022
Q3 | $232K | Buy |
4,610
+1
| +0% | +$50 | 0.02% | 437 |
|
|
2022
Q2 | $256K | Buy |
+4,609
| New | +$256K | 0.02% | 432 |
|
|
2020
Q1 | – | Sell |
-4,606
| Closed | -$296K | – | 354 |
|
|
2019
Q4 | $296K | Sell |
4,606
-346
| -7% | -$22.2K | 0.04% | 314 |
|
|
2019
Q3 | $353K | Buy |
+4,952
| New | +$353K | 0.05% | 300 |
|
|
2018
Q3 | – | Sell |
-1,591
| Closed | -$212K | – | 318 |
|
|
2018
Q2 | $212K | Buy |
+1,591
| New | +$212K | 0.06% | 271 |
|
|
2018
Q1 | – | Sell |
-3,092
| Closed | -$444K | – | 289 |
|
|
2017
Q4 | $444K | Sell |
3,092
-192
| -6% | -$27.6K | 0.14% | 148 |
|
|
2017
Q3 | $459K | Buy |
+3,284
| New | +$459K | 0.15% | 144 |
|