Westover Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,272
| Closed | -$237K | – | 158 |
|
|
2022
Q2 | $237K | Hold |
4,272
| – | – | 0.09% | 147 |
|
|
2022
Q1 | $314K | Buy |
+4,272
| New | +$314K | 0.1% | 137 |
|
|
2019
Q2 | – | Sell |
-3,461
| Closed | -$372K | – | 141 |
|
|
2019
Q1 | $372K | Buy |
3,461
+292
| +9% | +$31.4K | 0.19% | 86 |
|
|
2018
Q4 | $342K | Buy |
3,169
+49
| +2% | +$5.29K | 0.21% | 83 |
|
|
2018
Q3 | $405K | Hold |
3,120
| – | – | 0.21% | 83 |
|
|
2018
Q2 | $415K | Sell |
3,120
-288
| -8% | -$38.3K | 0.22% | 78 |
|
|
2018
Q1 | $438K | Sell |
3,408
-172
| -5% | -$22.1K | 0.24% | 81 |
|
|
2017
Q4 | $514K | Sell |
3,580
-117
| -3% | -$16.8K | 0.28% | 81 |
|
|
2017
Q3 | $516K | Buy |
+3,697
| New | +$516K | 0.3% | 78 |
|