9258 Wealth Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $252K | Sell |
4,611
-610
| -12% | -$33.3K | 0.04% | 301 |
|
|
2024
Q2 | $277K | Buy |
5,221
+4
| +0.1% | +$212 | 0.04% | 277 |
|
|
2024
Q1 | $302K | Sell |
5,217
-12
| -0.2% | -$695 | 0.05% | 270 |
|
|
2023
Q4 | $287K | Sell |
5,229
-103
| -2% | -$5.65K | 0.05% | 260 |
|
|
2023
Q3 | $275K | Buy |
5,332
+41
| +0.8% | +$2.11K | 0.05% | 261 |
|
|
2023
Q2 | $282K | Sell |
5,291
-173
| -3% | -$9.21K | 0.05% | 262 |
|
|
2023
Q1 | $300K | Buy |
5,464
+157
| +3% | +$8.61K | 0.06% | 252 |
|
|
2022
Q4 | $267K | Buy |
5,307
+6
| +0.1% | +$302 | 0.06% | 262 |
|
|
2022
Q3 | $233K | Sell |
5,301
-27
| -0.5% | -$1.19K | 0.06% | 282 |
|
|
2022
Q2 | $275K | Buy |
5,328
+177
| +3% | +$9.14K | 0.07% | 266 |
|
|
2022
Q1 | $328K | Sell |
5,151
-258
| -5% | -$16.4K | 0.08% | 259 |
|
|
2021
Q4 | $307K | Buy |
5,409
+139
| +3% | +$7.89K | 0.07% | 281 |
|
|
2021
Q3 | $303K | Buy |
5,270
+507
| +11% | +$29.2K | 0.08% | 258 |
|
|
2021
Q2 | $301K | Sell |
4,763
-137
| -3% | -$8.66K | 0.08% | 261 |
|
|
2021
Q1 | $313K | Buy |
4,900
+1,295
| +36% | +$82.7K | 0.09% | 236 |
|
|
2020
Q4 | $200K | Buy |
+3,605
| New | +$200K | 0.07% | 290 |
|