BFA
Benedict Financial Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,243
| Closed | -$428K | – | 127 |
|
|
2025
Q1 | $428K | Sell |
12,243
-2,854
| -19% | -$99.7K | 0.1% | 106 |
|
|
2024
Q4 | $606K | Sell |
15,097
-98
| -0.6% | -$3.93K | 0.15% | 101 |
|
|
2024
Q3 | $830K | Sell |
15,195
-429
| -3% | -$23.4K | 0.2% | 98 |
|
|
2024
Q2 | $829K | Sell |
15,624
-62
| -0.4% | -$3.29K | 0.21% | 95 |
|
|
2024
Q1 | $909K | Sell |
15,686
-2
| -0% | -$116 | 0.23% | 96 |
|
|
2023
Q4 | $860K | Sell |
15,688
-1,546
| -9% | -$84.8K | 0.23% | 93 |
|
|
2023
Q3 | $889K | Sell |
17,234
-163
| -0.9% | -$8.4K | 0.26% | 91 |
|
|
2023
Q2 | $927K | Sell |
17,397
-1,265
| -7% | -$67.4K | 0.25% | 93 |
|
|
2023
Q1 | $1.02M | Sell |
18,662
-186
| -1% | -$10.2K | 0.29% | 91 |
|
|
2022
Q4 | $950K | Sell |
18,848
-353
| -2% | -$17.8K | 0.28% | 87 |
|
|
2022
Q3 | $843K | Buy |
19,201
+114
| +0.6% | +$5.01K | 0.27% | 89 |
|
|
2022
Q2 | $985K | Buy |
19,087
+527
| +3% | +$27.2K | 0.29% | 89 |
|
|
2022
Q1 | $1.18M | Buy |
18,560
+251
| +1% | +$16K | 0.32% | 89 |
|
|
2021
Q4 | $1.04M | Buy |
18,309
+107
| +0.6% | +$6.07K | 0.27% | 94 |
|
|
2021
Q3 | $1.05M | Buy |
18,202
+96
| +0.5% | +$5.53K | 0.29% | 94 |
|
|
2021
Q2 | $1.15M | Buy |
18,106
+87
| +0.5% | +$5.51K | 0.32% | 89 |
|
|
2021
Q1 | $1.15M | Sell |
18,019
-691
| -4% | -$44.2K | 0.33% | 86 |
|
|
2020
Q4 | $1.04M | Buy |
18,710
+193
| +1% | +$10.7K | 0.37% | 73 |
|
|
2020
Q3 | $871K | Buy |
18,517
+1,959
| +12% | +$92.1K | 0.34% | 76 |
|
|
2020
Q2 | $675K | Buy |
16,558
+1,901
| +13% | +$77.5K | 0.28% | 84 |
|
|
2020
Q1 | $429K | Buy |
14,657
+1,760
| +14% | +$51.5K | 0.2% | 85 |
|
|
2019
Q4 | $706K | Buy |
12,897
+4,060
| +46% | +$222K | 0.28% | 83 |
|
|
2019
Q3 | $421K | Buy |
8,837
+2,007
| +29% | +$95.6K | 0.17% | 86 |
|
|
2019
Q2 | $337K | Buy |
+6,830
| New | +$337K | 0.14% | 88 |
|