WWP
WR Wealth Planners’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $144K | Buy |
1,884
+40
| +2% | +$3.05K | 0.05% | 188 |
|
|
2024
Q3 | $164K | Buy |
1,844
+123
| +7% | +$11K | 0.05% | 210 |
|
|
2024
Q2 | $139K | Buy |
1,721
+15
| +0.9% | +$1.21K | 0.04% | 215 |
|
|
2024
Q1 | $131K | Buy |
+1,706
| New | +$131K | 0.04% | 225 |
|
|
2023
Q4 | – | Sell |
-1,719
| Closed | -$128K | – | 336 |
|
|
2023
Q3 | $128K | Hold |
1,719
| – | – | 0.05% | 213 |
|
|
2023
Q2 | $123K | Sell |
1,719
-192
| -10% | -$13.7K | 0.05% | 218 |
|
|
2023
Q1 | $137K | Buy |
1,911
+110
| +6% | +$7.89K | 0.06% | 197 |
|
|
2022
Q4 | $124K | Buy |
1,801
+8
| +0.4% | +$549 | 0.08% | 126 |
|
|
2022
Q3 | $90.4K | Buy |
1,793
+11
| +0.6% | +$554 | 0.06% | 131 |
|
|
2022
Q2 | $99.1K | Buy |
1,782
+9
| +0.5% | +$500 | 0.07% | 129 |
|
|
2022
Q1 | $130K | Buy |
+1,773
| New | +$130K | 0.08% | 122 |
|