BerganKDV Wealth Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $13.6K | Sell |
|
|||||
|
2023
Q1 | $15.6K | Hold |
|
|||||
|
2022
Q4 | $14.3K | Sell |
|
|||||
|
2022
Q3 | $41K | Buy |
|
|||||
|
2022
Q2 | $23K | Buy |
|
|||||
|
2022
Q1 | $27K | Sell |
|
|||||
|
2021
Q4 | $34K | Buy |
|
|||||
|
2021
Q3 | $26K | Sell |
|
|||||
|
2021
Q2 | $31K | Buy |
|
|||||
|
2021
Q1 | $29K | Hold |
|
|||||
|
2020
Q4 | $25K | Sell |
|
|||||
|
2020
Q3 | $43K | Sell |
|
|||||
|
2020
Q2 | $57K | Buy |
|
|||||
|
2020
Q1 | $40K | Buy |
|
|||||
|
2019
Q4 | $63K | Buy |
|
|||||
|
2019
Q3 | $52K | Hold |
|
|||||
|
2019
Q2 | $54K | Buy |
|