BerganKDV Wealth Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $13.6K | Sell |
256
-29
| -10% | -$1.55K | ﹤0.01% | 525 |
|
|
2023
Q1 | $15.6K | Hold |
285
| – | – | ﹤0.01% | 543 |
|
|
2022
Q4 | $14.3K | Sell |
285
-646
| -69% | -$32.5K | ﹤0.01% | 529 |
|
|
2022
Q3 | $41K | Buy |
931
+494
| +113% | +$21.8K | ﹤0.01% | 388 |
|
|
2022
Q2 | $23K | Buy |
437
+7
| +2% | +$368 | ﹤0.01% | 480 |
|
|
2022
Q1 | $27K | Sell |
430
-166
| -28% | -$10.4K | ﹤0.01% | 477 |
|
|
2021
Q4 | $34K | Buy |
596
+141
| +31% | +$8.04K | ﹤0.01% | 473 |
|
|
2021
Q3 | $26K | Sell |
455
-42
| -8% | -$2.4K | ﹤0.01% | 486 |
|
|
2021
Q2 | $31K | Buy |
497
+43
| +9% | +$2.68K | ﹤0.01% | 456 |
|
|
2021
Q1 | $29K | Hold |
454
| – | – | ﹤0.01% | 434 |
|
|
2020
Q4 | $25K | Sell |
454
-457
| -50% | -$25.2K | ﹤0.01% | 437 |
|
|
2020
Q3 | $43K | Sell |
911
-480
| -35% | -$22.7K | 0.01% | 353 |
|
|
2020
Q2 | $57K | Buy |
1,391
+20
| +1% | +$820 | 0.01% | 340 |
|
|
2020
Q1 | $40K | Buy |
1,371
+213
| +18% | +$6.21K | 0.01% | 348 |
|
|
2019
Q4 | $63K | Buy |
1,158
+64
| +6% | +$3.48K | 0.01% | 325 |
|
|
2019
Q3 | $52K | Hold |
1,094
| – | – | 0.01% | 324 |
|
|
2019
Q2 | $54K | Buy |
+1,094
| New | +$54K | 0.01% | 319 |
|