Whitegate Investment Counselors’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 |
-1,880
| Closed | -$202K | – | 199 |
|
|
2019
Q1 | $202K | Buy |
+1,880
| New | +$202K | 0.04% | 186 |
|
|
2018
Q3 | – | Sell |
-1,838
| Closed | -$244K | – | 177 |
|
|
2018
Q2 | $244K | Buy |
1,838
+1
| +0.1% | +$133 | 0.05% | 169 |
|
|
2018
Q1 | $236K | Buy |
1,837
+130
| +8% | +$16.7K | 0.05% | 169 |
|
|
2017
Q4 | $245K | Hold |
1,707
| – | – | 0.05% | 169 |
|
|
2017
Q3 | $238K | Buy |
+1,707
| New | +$238K | 0.05% | 168 |
|