WWM
Windsor 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 | – | Sell |
-4,908
| Closed | -$315K | – | 183 |
|
|
2019
Q4 | $315K | Sell |
4,908
-98
| -2% | -$6.29K | 0.12% | 154 |
|
|
2019
Q3 | $337K | Sell |
5,006
-1,820
| -27% | -$123K | 0.15% | 137 |
|
|
2019
Q2 | $518K | Sell |
6,826
-9,072
| -57% | -$80K | 0.23% | 109 |
|
|
2019
Q1 | $848K | Buy |
15,898
+1,800
| +13% | +$96K | 0.48% | 60 |
|
|
2018
Q4 | $754K | Buy |
14,098
+481
| +4% | +$25.8K | 0.52% | 55 |
|
|
2018
Q3 | $876K | Buy |
13,617
+4,117
| +43% | +$265K | 0.57% | 46 |
|
|
2018
Q2 | $626K | Buy |
9,500
+2,695
| +40% | +$178K | 0.49% | 56 |
|
|
2018
Q1 | $434K | Buy |
6,805
+1,450
| +27% | +$92.5K | 0.37% | 76 |
|
|
2017
Q4 | $381K | Buy |
+5,355
| New | +$381K | 0.33% | 79 |
|