Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.21M | Buy |
55,049
+17,348
| +46% | +$696K | 0.31% | 84 |
|
|
2024
Q3 | $2.06M | Buy |
37,701
+516
| +1% | +$28.2K | 0.29% | 94 |
|
|
2024
Q2 | $1.97M | Buy |
37,185
+104
| +0.3% | +$5.52K | 0.29% | 89 |
|
|
2024
Q1 | $2.15M | Buy |
37,081
+436
| +1% | +$25.3K | 0.33% | 83 |
|
|
2023
Q4 | $2.01M | Buy |
36,645
+1,064
| +3% | +$58.4K | 0.34% | 87 |
|
|
2023
Q3 | $1.83M | Sell |
35,581
-251
| -0.7% | -$12.9K | 0.35% | 84 |
|
|
2023
Q2 | $1.91M | Buy |
35,832
+189
| +0.5% | +$10.1K | 0.35% | 85 |
|
|
2023
Q1 | $1.95M | Sell |
35,643
-414
| -1% | -$22.7K | 0.38% | 79 |
|
|
2022
Q4 | $1.82M | Sell |
36,057
-363
| -1% | -$18.3K | 0.38% | 79 |
|
|
2022
Q3 | $1.6M | Buy |
36,420
+282
| +0.8% | +$12.4K | 0.37% | 81 |
|
|
2022
Q2 | $1.87M | Buy |
36,138
+515
| +1% | +$26.6K | 0.41% | 78 |
|
|
2022
Q1 | $2.27M | Sell |
35,623
-22,821
| -39% | -$1.45M | 0.41% | 78 |
|
|
2021
Q4 | $3.32M | Buy |
58,444
+1,052
| +2% | +$59.7K | 0.56% | 73 |
|
|
2021
Q3 | $3.3M | Buy |
57,392
+17,937
| +45% | +$1.03M | 0.6% | 66 |
|
|
2021
Q2 | $2.5M | Buy |
39,455
+885
| +2% | +$56K | 0.44% | 90 |
|
|
2021
Q1 | $2.47M | Buy |
38,570
+175
| +0.5% | +$11.2K | 0.48% | 78 |
|
|
2020
Q4 | $2.13M | Buy |
38,395
+656
| +2% | +$36.4K | 0.43% | 97 |
|
|
2020
Q3 | $1.78M | Buy |
37,739
+219
| +0.6% | +$10.3K | 0.5% | 78 |
|
|
2020
Q2 | $1.53M | Buy |
+37,520
| New | +$1.53M | 0.51% | 78 |
|