Bell Investment Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Buy |
340
+174
| +105% | +$4.61K | ﹤0.01% | 723 |
|
|
2025
Q1 | $5.8K | Buy |
166
+50
| +43% | +$1.75K | ﹤0.01% | 844 |
|
|
2024
Q4 | $4.66K | Sell |
116
-83
| -42% | -$3.33K | ﹤0.01% | 960 |
|
|
2024
Q3 | $10.9K | Sell |
199
-23
| -10% | -$1.26K | ﹤0.01% | 586 |
|
|
2024
Q2 | $11.8K | Hold |
222
| – | – | ﹤0.01% | 553 |
|
|
2024
Q1 | $12.9K | Hold |
222
| – | – | ﹤0.01% | 501 |
|
|
2023
Q4 | $12.2K | Sell |
222
-10
| -4% | -$548 | ﹤0.01% | 487 |
|
|
2023
Q3 | $12K | Sell |
232
-4
| -2% | -$206 | ﹤0.01% | 444 |
|
|
2023
Q2 | $12.6K | Sell |
236
-35
| -13% | -$1.86K | ﹤0.01% | 430 |
|
|
2023
Q1 | $14.9K | Buy |
271
+26
| +11% | +$1.43K | ﹤0.01% | 376 |
|
|
2022
Q4 | $12.3K | Sell |
245
-25
| -9% | -$1.26K | ﹤0.01% | 417 |
|
|
2022
Q3 | $12K | Buy |
270
+144
| +114% | +$6.4K | ﹤0.01% | 364 |
|
|
2022
Q2 | $7K | Buy |
+126
| New | +$7K | ﹤0.01% | 546 |
|
|
2021
Q4 | $6K | Sell |
106
-7
| -6% | -$396 | ﹤0.01% | 673 |
|
|
2021
Q3 | $7K | Buy |
+113
| New | +$7K | ﹤0.01% | 562 |
|