Aptus Capital Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-14,550
| Closed | -$584K | – | 1443 |
|
2024
Q4 | $584K | Buy |
14,550
+5,174
| +55% | +$208K | 0.01% | 582 |
|
2024
Q3 | $512K | Sell |
9,376
-2,060
| -18% | -$113K | 0.01% | 531 |
|
2024
Q2 | $607K | Buy |
11,436
+323
| +3% | +$17.1K | 0.01% | 464 |
|
2024
Q1 | $644K | Buy |
11,113
+4,599
| +71% | +$266K | 0.01% | 452 |
|
2023
Q4 | $357K | Sell |
6,514
-3,216
| -33% | -$176K | 0.01% | 436 |
|
2023
Q3 | $502K | Buy |
9,730
+3,102
| +47% | +$160K | 0.01% | 378 |
|
2023
Q2 | $353K | Buy |
6,628
+1
| +0% | +$53 | 0.01% | 362 |
|
2023
Q1 | $363K | Buy |
6,627
+1
| +0% | +$55 | 0.01% | 355 |
|
2022
Q4 | $334K | Buy |
6,626
+236
| +4% | +$11.9K | 0.01% | 393 |
|
2022
Q3 | $281K | Buy |
+6,390
| New | +$281K | 0.01% | 387 |
|