Welch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,326
| Closed | -$358K | – | 30 |
|
|
2019
Q1 | $358K | Hold |
3,326
| – | – | 0.12% | 23 |
|
|
2018
Q4 | $359K | Hold |
3,326
| – | – | 0.14% | 25 |
|
|
2018
Q3 | $432K | Buy |
3,326
+708
| +27% | +$92K | 0.14% | 26 |
|
|
2018
Q2 | $348K | Hold |
2,618
| – | – | 0.12% | 31 |
|
|
2018
Q1 | $336K | Hold |
2,618
| – | – | 0.12% | 34 |
|
|
2017
Q4 | $376K | Hold |
2,618
| – | – | 0.13% | 39 |
|
|
2017
Q3 | $366K | Buy |
+2,618
| New | +$366K | 0.12% | 44 |
|