Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,201
Closed -$238K 287
2021
Q4
$238K Hold
4,201
0.04% 274
2021
Q3
$242K Sell
4,201
-1,166
-22% -$71.4K 0.04% 264
2021
Q2
$340K Sell
5,367
-433
-7% -$28.6K 0.06% 238
2021
Q1
$371K Hold
5,800
0.06% 234
2020
Q4
$321K Sell
5,800
-1,682
-22% -$86.8K 0.05% 242
2020
Q3
$352K Hold
7,482
0.06% 225
2020
Q2
$305K Sell
7,482
-1,603
-18% -$58.7K 0.06% 248
2020
Q1
$266K Sell
9,085
-3,688
-29% -$157K 0.05% 236
2019
Q4
$699K Buy
12,773
+658
+5% +$34K 0.11% 177
2019
Q3
$577K Sell
12,115
-3,629
-23% -$170K 0.09% 196
2019
Q2
$776K Buy
+15,744
New +$831K 0.13% 161

Other funds holding DOW