BAM
Baldrige Asset Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 418 |
|
|
2022
Q4 | – | Sell |
-654
| Closed | -$29K | – | 314 |
|
|
2022
Q3 | $29K | Hold |
654
| – | – | 0.01% | 194 |
|
|
2022
Q2 | $34K | Hold |
654
| – | – | 0.02% | 187 |
|
|
2022
Q1 | $42K | Hold |
654
| – | – | 0.02% | 188 |
|
|
2021
Q4 | $37K | Hold |
654
| – | – | 0.01% | 191 |
|
|
2021
Q3 | $38K | Hold |
654
| – | – | 0.02% | 183 |
|
|
2021
Q2 | $41K | Buy |
+654
| New | +$41K | 0.02% | 175 |
|