Beacon Investment Advisory Services’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,576
| Closed | -$402K | – | 259 |
|
|
2024
Q2 | $402K | Sell |
7,576
-188
| -2% | -$9.97K | 0.02% | 188 |
|
|
2024
Q1 | $450K | Sell |
7,764
-80
| -1% | -$4.63K | 0.02% | 184 |
|
|
2023
Q4 | $430K | Sell |
7,844
-1,741
| -18% | -$95.5K | 0.02% | 190 |
|
|
2023
Q3 | $494K | Sell |
9,585
-62,087
| -87% | -$3.2M | 0.02% | 192 |
|
|
2023
Q2 | $3.82M | Sell |
71,672
-273
| -0.4% | -$14.5K | 0.18% | 95 |
|
|
2023
Q1 | $3.94M | Buy |
71,945
+12,178
| +20% | +$668K | 0.19% | 97 |
|
|
2022
Q4 | $3.01M | Sell |
59,767
-7,868
| -12% | -$396K | 0.15% | 108 |
|
|
2022
Q3 | $2.97M | Sell |
67,635
-6,270
| -8% | -$275K | 0.16% | 103 |
|
|
2022
Q2 | $3.81M | Buy |
73,905
+1,265
| +2% | +$65.3K | 0.2% | 97 |
|
|
2022
Q1 | $4.63M | Buy |
72,640
+9,696
| +15% | +$618K | 0.2% | 94 |
|
|
2021
Q4 | $3.57M | Sell |
62,944
-11,566
| -16% | -$656K | 0.14% | 110 |
|
|
2021
Q3 | $4.29M | Buy |
74,510
+2,263
| +3% | +$130K | 0.18% | 99 |
|
|
2021
Q2 | $4.57M | Buy |
72,247
+2,412
| +3% | +$153K | 0.19% | 96 |
|
|
2021
Q1 | $4.47M | Buy |
69,835
+62,578
| +862% | +$4M | 0.2% | 92 |
|
|
2020
Q4 | $403K | Sell |
7,257
-3,986
| -35% | -$221K | 0.02% | 204 |
|
|
2020
Q3 | $529K | Sell |
11,243
-3,426
| -23% | -$161K | 0.03% | 171 |
|
|
2020
Q2 | $598K | Sell |
14,669
-3,178
| -18% | -$130K | 0.03% | 159 |
|
|
2020
Q1 | $522K | Sell |
17,847
-1,583
| -8% | -$46.3K | 0.04% | 161 |
|
|
2019
Q4 | $1.06M | Buy |
19,430
+13,792
| +245% | +$755K | 0.06% | 138 |
|
|
2019
Q3 | $269K | Buy |
5,638
+1,291
| +30% | +$61.6K | 0.03% | 210 |
|
|
2019
Q2 | $214K | Buy |
+4,347
| New | +$214K | 0.02% | 220 |
|