Access Financial Services’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-21,249
| Closed | -$1.1M | – | 90 |
|
2023
Q3 | $1.1M | Buy |
21,249
+2,379
| +13% | +$123K | 0.66% | 48 |
|
2023
Q2 | $1.01M | Buy |
18,870
+917
| +5% | +$48.8K | 0.59% | 53 |
|
2023
Q1 | $984K | Sell |
17,953
-1,435
| -7% | -$78.7K | 0.6% | 53 |
|
2022
Q4 | $977K | Buy |
19,388
+4,287
| +28% | +$216K | 0.6% | 52 |
|
2022
Q3 | $663K | Buy |
+15,101
| New | +$663K | 0.43% | 64 |
|