Alpha Cubed Investments’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,925
| Closed | -$299K | – | 293 |
|
|
2022
Q4 | $299K | Buy |
+5,925
| New | +$299K | 0.02% | 217 |
|
|
2022
Q3 | – | Sell |
-8,912
| Closed | -$460K | – | 276 |
|
|
2022
Q2 | $460K | Buy |
8,912
+2,910
| +48% | +$150K | 0.03% | 177 |
|
|
2022
Q1 | $382K | Buy |
+6,002
| New | +$382K | 0.02% | 223 |
|
|
2020
Q1 | – | Sell |
-4,241
| Closed | -$232K | – | 233 |
|
|
2019
Q4 | $232K | Buy |
+4,241
| New | +$232K | 0.02% | 229 |
|
|
2019
Q3 | – | Sell |
-5,646
| Closed | -$278K | – | 260 |
|
|
2019
Q2 | $278K | Buy |
+5,646
| New | +$278K | 0.03% | 195 |
|