Beese Fulmer Investment Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,209
| Closed | -$90K | – | 283 |
|
|
2020
Q2 | $90K | Buy |
+2,209
| New | +$90K | 0.01% | 253 |
|
|
2020
Q1 | – | Sell |
-4,591
| Closed | -$251K | – | 188 |
|
|
2019
Q4 | $251K | Sell |
4,591
-12,631
| -73% | -$691K | 0.04% | 173 |
|
|
2019
Q3 | $821K | Buy |
17,222
+669
| +4% | +$31.9K | 0.12% | 114 |
|
|
2019
Q2 | $816K | Buy |
+16,553
| New | +$816K | 0.15% | 99 |
|