West Financial Advisors’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-249
| Closed | -$19.2K | – | 157 |
|
|
2023
Q4 | $19.2K | Sell |
249
-55
| -18% | -$4.23K | ﹤0.01% | 107 |
|
|
2023
Q3 | $22.7K | Hold |
304
| – | – | 0.01% | 105 |
|
|
2023
Q2 | $21.7K | Buy |
304
+55
| +22% | +$3.93K | 0.01% | 105 |
|
|
2023
Q1 | $17.9K | Hold |
249
| – | – | ﹤0.01% | 105 |
|
|
2022
Q4 | $17.1K | Hold |
249
| – | – | ﹤0.01% | 104 |
|
|
2022
Q3 | $13K | Hold |
249
| – | – | ﹤0.01% | 135 |
|
|
2022
Q2 | $14K | Hold |
249
| – | – | ﹤0.01% | 123 |
|
|
2022
Q1 | $18K | Hold |
249
| – | – | ﹤0.01% | 125 |
|
|
2021
Q4 | $20K | Hold |
249
| – | – | 0.01% | 133 |
|
|
2021
Q3 | $17K | Hold |
249
| – | – | 0.01% | 120 |
|
|
2021
Q2 | $19K | Hold |
249
| – | – | 0.01% | 112 |
|
|
2021
Q1 | $19K | Hold |
249
| – | – | 0.01% | 113 |
|
|
2020
Q4 | $18K | Buy |
+249
| New | +$18K | 0.01% | 115 |
|