Altavista 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $265K | Hold |
4,679
| – | – | 0.05% | 167 |
|
2021
Q3 | $269K | Hold |
4,679
| – | – | 0.06% | 162 |
|
2021
Q2 | $296K | Hold |
4,679
| – | – | 0.06% | 157 |
|
2021
Q1 | $299K | Sell |
4,679
-85
| -2% | -$5.43K | 0.07% | 150 |
|
2020
Q4 | $264K | Hold |
4,764
| – | – | 0.07% | 152 |
|
2020
Q3 | $224K | Buy |
+4,764
| New | +$224K | 0.06% | 154 |
|
2020
Q1 | – | Sell |
-4,964
| Closed | -$272K | – | 160 |
|
2019
Q4 | $272K | Sell |
4,964
-91
| -2% | -$4.99K | 0.08% | 144 |
|
2019
Q3 | $241K | Sell |
5,055
-10
| -0.2% | -$477 | 0.07% | 149 |
|
2019
Q2 | $250K | Buy |
+5,065
| New | +$250K | 0.08% | 140 |
|