Avantax Planning Partners’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,615
| Closed | -$225K | – | 437 |
|
|
2024
Q4 | $225K | Buy |
5,615
+77
| +1% | +$3.59K | 0.01% | 391 |
|
|
2024
Q3 | $303K | Sell |
5,538
-81
| -1% | -$4.28K | 0.01% | 331 |
|
|
2024
Q2 | $298K | Sell |
5,619
-154
| -3% | -$8.8K | 0.01% | 361 |
|
|
2024
Q1 | $334K | Sell |
5,773
-692
| -11% | -$38.2K | 0.01% | 344 |
|
|
2023
Q4 | $355K | Sell |
6,465
-481
| -7% | -$24.6K | 0.01% | 277 |
|
|
2023
Q3 | $358K | Sell |
6,946
-1,370
| -16% | -$73.5K | 0.02% | 257 |
|
|
2023
Q2 | $443K | Buy |
8,316
+103
| +1% | +$5.47K | 0.02% | 244 |
|
|
2023
Q1 | $450K | Sell |
8,213
-189
| -2% | -$10.6K | 0.02% | 240 |
|
|
2022
Q4 | $423K | Buy |
8,402
+26
| +0.3% | +$1.27K | 0.02% | 251 |
|
|
2022
Q3 | $368K | Buy |
8,376
+190
| +2% | +$9.63K | 0.02% | 254 |
|
|
2022
Q2 | $422K | Sell |
8,186
-377
| -4% | -$24.1K | 0.02% | 233 |
|
|
2022
Q1 | $546K | Sell |
8,563
-105
| -1% | -$6.33K | 0.02% | 220 |
|
|
2021
Q4 | $492K | Sell |
8,668
-638
| -7% | -$36.4K | 0.02% | 218 |
|
|
2021
Q3 | $536K | Buy |
9,306
+191
| +2% | +$11.7K | 0.02% | 188 |
|
|
2021
Q2 | $577K | Buy |
9,115
+3,667
| +67% | +$242K | 0.03% | 182 |
|
|
2021
Q1 | $348K | Buy |
5,448
+677
| +14% | +$40.5K | 0.02% | 224 |
|
|
2020
Q4 | $265K | Sell |
4,771
-2,477
| -34% | -$128K | 0.01% | 241 |
|
|
2020
Q3 | $341K | Buy |
7,248
+1,377
| +23% | +$61.8K | 0.02% | 214 |
|
|
2020
Q2 | $239K | Buy |
+5,871
| New | +$215K | 0.01% | 243 |
|
|
2020
Q1 | – | Sell |
-5,747
| Closed | -$315K | – | 283 |
|
|
2019
Q4 | $315K | Sell |
5,747
-194
| -3% | -$10K | 0.02% | 226 |
|
|
2019
Q3 | $283K | Sell |
5,941
-73
| -1% | -$3.42K | 0.02% | 245 |
|
|
2019
Q2 | $292K | Buy |
+6,014
| New | +$317K | 0.02% | 235 |
|
Other funds holding DOW
