XWM
Xcel Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,652
| Closed | -$273K | – | 131 |
|
|
2025
Q1 | $273K | Sell |
3,652
-101
| -3% | -$7.54K | 0.09% | 118 |
|
|
2024
Q4 | $286K | Sell |
3,753
-800
| -18% | -$61K | 0.08% | 116 |
|
|
2024
Q3 | $406K | Buy |
4,553
+311
| +7% | +$27.7K | 0.12% | 91 |
|
|
2024
Q2 | $341K | Buy |
4,242
+1,562
| +58% | +$126K | 0.11% | 91 |
|
|
2024
Q1 | $205K | Hold |
2,680
| – | – | 0.06% | 124 |
|
|
2023
Q4 | $206K | Buy |
+2,680
| New | +$206K | 0.07% | 109 |
|
|
2023
Q3 | – | Sell |
-2,962
| Closed | -$212K | – | 113 |
|
|
2023
Q2 | $212K | Hold |
2,962
| – | – | 0.07% | 127 |
|
|
2023
Q1 | $213K | Sell |
2,962
-4
| -0.1% | -$287 | 0.07% | 122 |
|
|
2022
Q4 | $204K | Buy |
+2,966
| New | +$204K | 0.08% | 126 |
|
|
2022
Q3 | – | Sell |
-5,416
| Closed | -$301K | – | 124 |
|
|
2022
Q2 | $301K | Sell |
5,416
-1,498
| -22% | -$83.3K | 0.11% | 105 |
|
|
2022
Q1 | $509K | Sell |
6,914
-5,010
| -42% | -$369K | 0.14% | 93 |
|
|
2021
Q4 | $963K | Sell |
11,924
-18
| -0.2% | -$1.45K | 0.25% | 75 |
|
|
2021
Q3 | $812K | Buy |
11,942
+987
| +9% | +$67.1K | 0.24% | 74 |
|
|
2021
Q2 | $848K | Buy |
10,955
+495
| +5% | +$38.3K | 0.26% | 73 |
|
|
2021
Q1 | $808K | Buy |
10,460
+7,330
| +234% | +$566K | 0.29% | 66 |
|
|
2020
Q4 | $222K | Buy |
+3,130
| New | +$222K | 0.1% | 114 |
|