9258 Wealth Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $252K | Sell |
|
|||||
|
2024
Q2 | $277K | Buy |
|
|||||
|
2024
Q1 | $302K | Sell |
|
|||||
|
2023
Q4 | $287K | Sell |
|
|||||
|
2023
Q3 | $275K | Buy |
|
|||||
|
2023
Q2 | $282K | Sell |
|
|||||
|
2023
Q1 | $300K | Buy |
|
|||||
|
2022
Q4 | $267K | Buy |
|
|||||
|
2022
Q3 | $233K | Sell |
|
|||||
|
2022
Q2 | $275K | Buy |
|
|||||
|
2022
Q1 | $328K | Sell |
|
|||||
|
2021
Q4 | $307K | Buy |
|
|||||
|
2021
Q3 | $303K | Buy |
|
|||||
|
2021
Q2 | $301K | Sell |
|
|||||
|
2021
Q1 | $313K | Buy |
|
|||||
|
2020
Q4 | $200K | Buy |
|