Apexium Financial’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,146
| Closed | -$215K | – | 281 |
|
|
2025
Q1 | $215K | Buy |
+6,146
| New | +$215K | 0.01% | 261 |
|
|
2024
Q4 | – | Sell |
-4,317
| Closed | -$236K | – | 261 |
|
|
2024
Q3 | $236K | Buy |
4,317
+164
| +4% | +$8.96K | 0.02% | 215 |
|
|
2024
Q2 | $220K | Buy |
4,153
+161
| +4% | +$8.54K | 0.02% | 206 |
|
|
2024
Q1 | $231K | Sell |
3,992
-94
| -2% | -$5.45K | 0.02% | 207 |
|
|
2023
Q4 | $224K | Buy |
4,086
+88
| +2% | +$4.83K | 0.02% | 247 |
|
|
2023
Q3 | $206K | Buy |
3,998
+86
| +2% | +$4.44K | 0.02% | 200 |
|
|
2023
Q2 | $208K | Buy |
+3,912
| New | +$208K | 0.02% | 206 |
|