YWP
YorkBridge Wealth Partners’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $324K | Sell |
4,725
-3,256
| -41% | -$223K | 0.08% | 170 |
|
|
2022
Q3 | $402K | Sell |
7,981
-566
| -7% | -$28.5K | 0.1% | 137 |
|
|
2022
Q2 | $475K | Sell |
8,547
-2,219
| -21% | -$123K | 0.12% | 128 |
|
|
2022
Q1 | $792K | Buy |
10,766
+1,478
| +16% | +$109K | 0.17% | 103 |
|
|
2021
Q4 | $750K | Buy |
9,288
+4,614
| +99% | +$373K | 0.17% | 104 |
|
|
2021
Q3 | $318K | Sell |
4,674
-102
| -2% | -$6.94K | 0.08% | 210 |
|
|
2021
Q2 | $370K | Sell |
4,776
-16
| -0.3% | -$1.24K | 0.1% | 163 |
|
|
2021
Q1 | $370K | Sell |
4,792
-346
| -7% | -$26.7K | 0.11% | 154 |
|
|
2020
Q4 | $365K | Sell |
5,138
-75
| -1% | -$5.33K | 0.12% | 133 |
|
|
2020
Q3 | $289K | Buy |
5,213
+21
| +0.4% | +$1.16K | 0.12% | 141 |
|
|
2020
Q2 | $276K | Buy |
+5,192
| New | +$276K | 0.13% | 140 |
|
|
2020
Q1 | – | Sell |
-4,902
| Closed | -$315K | – | 166 |
|
|
2019
Q4 | $315K | Sell |
4,902
-273
| -5% | -$17.5K | 0.14% | 138 |
|
|
2019
Q3 | $369K | Sell |
5,175
-1,699
| -25% | -$121K | 0.19% | 120 |
|
|
2019
Q2 | $516K | Sell |
6,874
-16,947
| -71% | -$1.27M | 0.23% | 92 |
|
|
2019
Q1 | $1.27M | Buy |
23,821
+695
| +3% | +$37.1K | 0.59% | 52 |
|
|
2018
Q4 | $1.24M | Sell |
23,126
-294
| -1% | -$15.7K | 0.65% | 46 |
|
|
2018
Q3 | $1.52M | Sell |
23,420
-30
| -0.1% | -$1.94K | 0.69% | 40 |
|
|
2018
Q2 | $1.55M | Buy |
23,450
+128
| +0.5% | +$8.44K | 0.68% | 38 |
|
|
2018
Q1 | $1.55M | Sell |
23,322
-218
| -0.9% | -$14.5K | 0.71% | 36 |
|
|
2017
Q4 | $1.6M | Buy |
+23,540
| New | +$1.6M | 0.77% | 30 |
|
|
2017
Q3 | – | Sell |
-14,976
| Closed | -$958K | – | 885 |
|
|
2017
Q2 | $958K | Hold |
14,976
| – | – | 0.51% | 52 |
|
|
2017
Q1 | $936K | Buy |
14,976
+8,326
| +125% | +$520K | 0.49% | 57 |
|
|
2016
Q4 | $360K | Buy |
+6,650
| New | +$360K | 0.21% | 104 |
|