Baystate 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
2023
Q4
$30.2K Sell
551
-16
-3% -$878 ﹤0.01% 476
2023
Q3
$29.3K Sell
567
-38
-6% -$1.96K ﹤0.01% 415
2023
Q2
$32.3K Buy
605
+64
+12% +$3.41K ﹤0.01% 394
2023
Q1
$29.7K Buy
541
+24
+5% +$1.32K ﹤0.01% 406
2022
Q4
$26K Buy
517
+365
+240% +$18.4K ﹤0.01% 422
2022
Q3
$7K Sell
152
-365
-71% -$16.8K ﹤0.01% 599
2022
Q2
$27K Hold
517
﹤0.01% 407
2022
Q1
$33K Hold
517
﹤0.01% 381
2021
Q4
$29K Hold
517
﹤0.01% 405
2021
Q3
$30K Hold
517
﹤0.01% 355
2021
Q2
$33K Hold
517
﹤0.01% 325
2021
Q1
$33K Buy
+517
New +$33K ﹤0.01% 304
2020
Q4
Sell
-75
Closed -$4K 695
2020
Q3
$4K Buy
75
+42
+127% +$2.24K ﹤0.01% 472
2020
Q2
$1K Sell
33
-204
-86% -$6.18K ﹤0.01% 590
2020
Q1
$7K Sell
237
-2
-0.8% -$59 ﹤0.01% 401
2019
Q4
$13K Sell
239
-154
-39% -$8.38K ﹤0.01% 375
2019
Q3
$19K Sell
393
-251
-39% -$12.1K ﹤0.01% 295
2019
Q2
$32K Sell
644
-138
-18% -$6.86K ﹤0.01% 260
2019
Q1
$44K Buy
+782
New +$44K 0.01% 225