Beacon Financial Group’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,327
| Closed | -$292K | – | 318 |
|
|
2023
Q4 | $292K | Buy |
+5,327
| New | +$292K | 0.04% | 267 |
|
|
2023
Q1 | – | Sell |
-10,727
| Closed | -$543K | – | 221 |
|
|
2022
Q4 | $543K | Sell |
10,727
-393
| -4% | -$19.9K | 0.07% | 175 |
|
|
2022
Q3 | $491K | Sell |
11,120
-1,397
| -11% | -$61.7K | 0.08% | 178 |
|
|
2022
Q2 | $662K | Buy |
12,517
+72
| +0.6% | +$3.81K | 0.1% | 167 |
|
|
2022
Q1 | $802K | Buy |
+12,445
| New | +$802K | 0.11% | 161 |
|