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 |
|