WWM
Willingdon Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $312K | Hold |
9,146
| – | – | 0.08% | 94 |
|
|
2019
Q4 | $587K | Buy |
9,146
+4,232
| +86% | +$272K | 0.12% | 100 |
|
|
2019
Q3 | $351K | Buy |
4,914
+19
| +0.4% | +$1.36K | 0.08% | 108 |
|
|
2019
Q2 | $367K | Sell |
4,895
-8,753
| -64% | -$656K | 0.09% | 109 |
|
|
2019
Q1 | $728K | Buy |
13,648
+33
| +0.2% | +$1.76K | 0.18% | 104 |
|
|
2018
Q4 | $728K | Buy |
13,615
+12,167
| +840% | +$651K | 0.21% | 104 |
|
|
2018
Q3 | $93K | Buy |
1,448
+6
| +0.4% | +$385 | 0.03% | 163 |
|
|
2018
Q2 | $95K | Buy |
1,442
+160
| +12% | +$10.5K | 0.03% | 149 |
|
|
2018
Q1 | $82K | Hold |
1,282
| – | – | 0.03% | 145 |
|
|
2017
Q4 | $91K | Hold |
1,282
| – | – | 0.03% | 134 |
|
|
2017
Q3 | $89K | Buy |
+1,282
| New | +$89K | 0.03% | 127 |
|
|
2015
Q2 | – | Sell |
-27,129
| Closed | -$1.3M | – | 88 |
|
|
2015
Q1 | $1.3M | Buy |
+27,129
| New | +$1.3M | 1.08% | 42 |
|
|
2014
Q1 | – | Sell |
-25,142
| Closed | -$1.12M | – | 82 |
|
|
2013
Q4 | $1.12M | Buy |
+25,142
| New | +$1.12M | 0.88% | 43 |
|