Aldebaran Financial’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,075
| Closed | -$236K | – | 66 |
|
|
2024
Q1 | $236K | Sell |
4,075
-450
| -10% | -$26.1K | 0.33% | 56 |
|
|
2023
Q4 | $248K | Hold |
4,525
| – | – | 0.37% | 57 |
|
|
2023
Q3 | $233K | Hold |
4,525
| – | – | 0.36% | 58 |
|
|
2023
Q2 | $241K | Buy |
4,525
+100
| +2% | +$5.33K | 0.33% | 60 |
|
|
2023
Q1 | $243K | Sell |
4,425
-2,000
| -31% | -$110K | 0.31% | 64 |
|
|
2022
Q4 | $324K | Buy |
6,425
+209
| +3% | +$10.5K | 0.35% | 63 |
|
|
2022
Q3 | $280K | Buy |
6,216
+175
| +3% | +$7.88K | 0.31% | 65 |
|
|
2022
Q2 | $303K | Sell |
6,041
-1,000
| -14% | -$50.2K | 0.32% | 65 |
|
|
2022
Q1 | $449K | Buy |
7,041
+650
| +10% | +$41.5K | 0.35% | 60 |
|
|
2021
Q4 | $362K | Buy |
6,391
+325
| +5% | +$18.4K | 0.27% | 65 |
|
|
2021
Q3 | $349K | Buy |
6,066
+1,075
| +22% | +$61.8K | 0.28% | 61 |
|
|
2021
Q2 | $318K | Buy |
+4,991
| New | +$318K | 0.26% | 66 |
|