Wealthspire Advisors (Maryland)’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $306K | Sell |
5,507
-1,540
| -22% | -$85.6K | 0.01% | 340 |
|
2020
Q2 | $374K | Buy |
7,047
+953
| +16% | +$50.6K | 0.03% | 303 |
|
2020
Q1 | $208K | Sell |
6,094
-1,646
| -21% | -$56.2K | 0.02% | 378 |
|
2019
Q4 | $497K | Sell |
7,740
-1,210
| -14% | -$77.7K | 0.03% | 279 |
|
2019
Q3 | $638K | Buy |
8,950
+167
| +2% | +$11.9K | 0.05% | 218 |
|
2019
Q2 | $659K | Sell |
8,783
-5,952
| -40% | -$447K | 0.05% | 207 |
|
2019
Q1 | $1.59M | Buy |
14,735
+124
| +0.8% | +$13.3K | 0.12% | 102 |
|
2018
Q4 | $1.58M | Buy |
14,611
+543
| +4% | +$58.6K | 0.14% | 91 |
|
2018
Q3 | $1.83M | Sell |
14,068
-796
| -5% | -$103K | 0.15% | 90 |
|
2018
Q2 | $1.98M | Sell |
14,864
-90
| -0.6% | -$12K | 0.18% | 78 |
|
2018
Q1 | $1.92M | Buy |
14,954
+110
| +0.7% | +$14.1K | 0.18% | 81 |
|
2017
Q4 | $2.13M | Buy |
14,844
+775
| +6% | +$111K | 0.21% | 76 |
|
2017
Q3 | $1.97M | Buy |
14,069
+7,323
| +109% | +$1.02M | 0.21% | 75 |
|
2017
Q2 | $858K | Buy |
6,746
+123
| +2% | +$15.6K | 0.1% | 135 |
|
2017
Q1 | $849K | Buy |
6,623
+434
| +7% | +$55.6K | 0.12% | 112 |
|
2016
Q4 | $714K | Sell |
6,189
-1,174
| -16% | -$135K | 0.11% | 128 |
|
2016
Q3 | $770K | Sell |
7,363
-139
| -2% | -$14.5K | 0.12% | 121 |
|
2016
Q2 | $752K | Buy |
7,502
+721
| +11% | +$72.3K | 0.13% | 124 |
|
2016
Q1 | $696K | Buy |
6,781
+1,113
| +20% | +$114K | 0.12% | 120 |
|
2015
Q4 | $589K | Buy |
+5,668
| New | +$589K | 0.11% | 133 |
|