Wells Trecaso Financial Group’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 |
-1,966
| Closed | -$211K | – | 68 |
|
|
2019
Q1 | $211K | Buy |
+1,966
| New | +$211K | 0.18% | 67 |
|
|
2018
Q4 | – | Sell |
-1,776
| Closed | -$230K | – | 68 |
|
|
2018
Q3 | $230K | Sell |
1,776
-64
| -3% | -$8.29K | 0.19% | 66 |
|
|
2018
Q2 | $245K | Buy |
+1,840
| New | +$245K | 0.23% | 61 |
|
|
2018
Q1 | – | Sell |
-1,684
| Closed | -$242K | – | 67 |
|
|
2017
Q4 | $242K | Buy |
+1,684
| New | +$242K | 0.24% | 56 |
|