Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-36,852
| Closed | -$1.29M | – | 709 |
|
|
2025
Q1 | $1.29M | Buy |
36,852
+1,887
| +5% | +$65.9K | 0.05% | 230 |
|
|
2024
Q4 | $1.4M | Sell |
34,965
-2,048
| -6% | -$82.2K | 0.05% | 227 |
|
|
2024
Q3 | $2.02M | Buy |
37,013
+36
| +0.1% | +$1.97K | 0.08% | 164 |
|
|
2024
Q2 | $1.96M | Sell |
36,977
-3,072
| -8% | -$163K | 0.08% | 164 |
|
|
2024
Q1 | $2.32M | Buy |
40,049
+32,534
| +433% | +$1.88M | 0.11% | 143 |
|
|
2023
Q4 | $412K | Sell |
7,515
-2,120
| -22% | -$116K | 0.03% | 383 |
|
|
2023
Q3 | $497K | Buy |
9,635
+1,422
| +17% | +$73.3K | 0.03% | 331 |
|
|
2023
Q2 | $437K | Sell |
8,213
-90
| -1% | -$4.79K | 0.03% | 376 |
|
|
2023
Q1 | $455K | Buy |
8,303
+6,026
| +265% | +$330K | 0.03% | 374 |
|
|
2022
Q4 | $115K | Sell |
2,277
-392
| -15% | -$19.8K | 0.01% | 523 |
|
|
2022
Q3 | $117K | Buy |
2,669
+1,692
| +173% | +$74.2K | 0.01% | 508 |
|
|
2022
Q2 | $50K | Sell |
977
-66
| -6% | -$3.38K | 0.01% | 565 |
|
|
2022
Q1 | $66K | Buy |
1,043
+70
| +7% | +$4.43K | 0.01% | 553 |
|
|
2021
Q4 | $55K | Sell |
973
-24
| -2% | -$1.36K | ﹤0.01% | 576 |
|
|
2021
Q3 | $57K | Buy |
997
+346
| +53% | +$19.8K | ﹤0.01% | 546 |
|
|
2021
Q2 | $41K | Sell |
651
-4,996
| -88% | -$315K | ﹤0.01% | 550 |
|
|
2021
Q1 | $360K | Buy |
5,647
+4,998
| +770% | +$319K | 0.04% | 344 |
|
|
2020
Q4 | $36K | Sell |
649
-89
| -12% | -$4.94K | ﹤0.01% | 525 |
|
|
2020
Q3 | $34K | Buy |
738
+42
| +6% | +$1.94K | ﹤0.01% | 533 |
|
|
2020
Q2 | $28K | Buy |
696
+145
| +26% | +$5.83K | ﹤0.01% | 533 |
|
|
2020
Q1 | $16K | Buy |
551
+306
| +125% | +$8.89K | ﹤0.01% | 535 |
|
|
2019
Q4 | $13K | Sell |
245
-138
| -36% | -$7.32K | ﹤0.01% | 576 |
|
|
2019
Q3 | $18K | Sell |
383
-7
| -2% | -$329 | ﹤0.01% | 533 |
|
|
2019
Q2 | $19K | Buy |
+390
| New | +$19K | ﹤0.01% | 532 |
|