Bogart Wealth LLC’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $139K | Sell |
5,235
-293,342
| -98% | -$7.77M | 0.01% | 284 |
|
2025
Q1 | $10.4M | Buy |
298,577
+296,227
| +12,605% | +$10.3M | 0.49% | 49 |
|
2024
Q4 | $94.3K | Buy |
2,350
+765
| +48% | +$30.7K | ﹤0.01% | 320 |
|
2024
Q3 | $86.6K | Buy |
1,585
+128
| +9% | +$6.99K | ﹤0.01% | 325 |
|
2024
Q2 | $77.3K | Buy |
1,457
+1,157
| +386% | +$61.4K | ﹤0.01% | 327 |
|
2024
Q1 | $17.4K | Sell |
300
-88
| -23% | -$5.1K | ﹤0.01% | 542 |
|
2023
Q4 | $21.3K | Hold |
388
| – | – | ﹤0.01% | 495 |
|
2023
Q3 | $20K | Sell |
388
-23
| -6% | -$1.19K | ﹤0.01% | 481 |
|
2023
Q2 | $21.9K | Sell |
411
-65
| -14% | -$3.46K | ﹤0.01% | 446 |
|
2023
Q1 | $26.1K | Sell |
476
-1
| -0.2% | -$55 | ﹤0.01% | 416 |
|
2022
Q4 | $24K | Buy |
477
+300
| +169% | +$15.1K | ﹤0.01% | 406 |
|
2022
Q3 | $8K | Sell |
177
-106
| -37% | -$4.79K | ﹤0.01% | 590 |
|
2022
Q2 | $15K | Buy |
283
+107
| +61% | +$5.67K | ﹤0.01% | 464 |
|
2022
Q1 | $11K | Hold |
176
| – | – | ﹤0.01% | 479 |
|
2021
Q4 | $10K | Sell |
176
-11
| -6% | -$625 | ﹤0.01% | 475 |
|
2021
Q3 | $11K | Sell |
187
-49
| -21% | -$2.88K | ﹤0.01% | 447 |
|
2021
Q2 | $15K | Buy |
236
+60
| +34% | +$3.81K | ﹤0.01% | 384 |
|
2021
Q1 | $11K | Hold |
176
| – | – | ﹤0.01% | 398 |
|
2020
Q4 | $9K | Hold |
176
| – | – | ﹤0.01% | 334 |
|
2020
Q3 | $8K | Hold |
176
| – | – | ﹤0.01% | 326 |
|
2020
Q2 | $7K | Sell |
176
-42
| -19% | -$1.67K | ﹤0.01% | 321 |
|
2020
Q1 | $6K | Buy |
218
+91
| +72% | +$2.51K | ﹤0.01% | 310 |
|
2019
Q4 | $7K | Sell |
127
-17
| -12% | -$937 | ﹤0.01% | 306 |
|
2019
Q3 | $7K | Hold |
144
| – | – | ﹤0.01% | 279 |
|
2019
Q2 | $7K | Buy |
+144
| New | +$7K | ﹤0.01% | 265 |
|