Wellesley Investment 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 |
-10,054
| Closed | -$1.08M | – | 113 |
|
|
2019
Q1 | $1.08M | Sell |
10,054
-2,234
| -18% | -$240K | 0.37% | 39 |
|
|
2018
Q4 | $1.33M | Buy |
12,288
+678
| +6% | +$73.1K | 0.47% | 30 |
|
|
2018
Q3 | $1.51M | Buy |
11,610
+347
| +3% | +$45K | 0.49% | 31 |
|
|
2018
Q2 | $1.5M | Buy |
11,263
+1,039
| +10% | +$138K | 0.52% | 29 |
|
|
2018
Q1 | $1.31M | Buy |
10,224
+1,704
| +20% | +$219K | 0.47% | 30 |
|
|
2017
Q4 | $1.22M | Buy |
8,520
+6,066
| +247% | +$871K | 0.46% | 35 |
|
|
2017
Q3 | $342K | Buy |
+2,454
| New | +$342K | 0.14% | 87 |
|