Bill Few Associates’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-5,606
| Closed | -$306K | – | 178 |
|
2024
Q3 | $306K | Buy |
5,606
+1,059
| +23% | +$57.8K | 0.11% | 135 |
|
2024
Q2 | $241K | Sell |
4,547
-25
| -0.5% | -$1.33K | 0.09% | 150 |
|
2024
Q1 | $265K | Buy |
4,572
+149
| +3% | +$8.63K | 0.11% | 138 |
|
2023
Q4 | $243K | Sell |
4,423
-112
| -2% | -$6.14K | 0.11% | 132 |
|
2023
Q3 | $234K | Buy |
4,535
+375
| +9% | +$19.3K | 0.12% | 122 |
|
2023
Q2 | $222K | Sell |
4,160
-127
| -3% | -$6.76K | 0.11% | 126 |
|
2023
Q1 | $235K | Buy |
+4,287
| New | +$235K | 0.13% | 115 |
|
2022
Q3 | – | Sell |
-3,897
| Closed | -$201K | – | 117 |
|
2022
Q2 | $201K | Buy |
3,897
+186
| +5% | +$9.59K | 0.13% | 115 |
|
2022
Q1 | $236K | Buy |
+3,711
| New | +$236K | 0.13% | 109 |
|