Berman Capital Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $197K | Buy |
3,425
+542
| +19% | +$31.2K | 0.03% | 266 |
|
|
2021
Q2 | $182K | Buy |
2,883
+176
| +7% | +$11.1K | 0.03% | 253 |
|
|
2021
Q1 | $172K | Buy |
2,707
+261
| +11% | +$16.6K | 0.04% | 211 |
|
|
2020
Q4 | $135K | Buy |
2,446
+3
| +0.1% | +$166 | 0.03% | 215 |
|
|
2020
Q3 | $114K | Buy |
2,443
+432
| +21% | +$20.2K | 0.03% | 213 |
|
|
2020
Q2 | $81K | Buy |
2,011
+10
| +0.5% | +$403 | 0.02% | 248 |
|
|
2020
Q1 | $57K | Buy |
2,001
+471
| +31% | +$13.4K | 0.02% | 273 |
|
|
2019
Q4 | $83K | Sell |
1,530
-119
| -7% | -$6.46K | 0.02% | 250 |
|
|
2019
Q3 | $78K | Buy |
1,649
+92
| +6% | +$4.35K | 0.02% | 249 |
|
|
2019
Q2 | $76K | Buy |
+1,557
| New | +$76K | 0.02% | 246 |
|