Boston Family Office’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,916
| Closed | -$215K | – | 265 |
|
|
2023
Q4 | $215K | Hold |
3,916
| – | – | 0.02% | 243 |
|
|
2023
Q3 | $202K | Hold |
3,916
| – | – | 0.02% | 246 |
|
|
2023
Q2 | $208K | Hold |
3,916
| – | – | 0.02% | 246 |
|
|
2023
Q1 | $214K | Buy |
+3,916
| New | +$214K | 0.02% | 246 |
|
|
2022
Q3 | – | Sell |
-4,557
| Closed | -$235K | – | 264 |
|
|
2022
Q2 | $235K | Hold |
4,557
| – | – | 0.02% | 248 |
|
|
2022
Q1 | $290K | Sell |
4,557
-220
| -5% | -$14K | 0.02% | 247 |
|
|
2021
Q4 | $271K | Buy |
4,777
+81
| +2% | +$4.6K | 0.02% | 256 |
|
|
2021
Q3 | $270K | Sell |
4,696
-356
| -7% | -$20.5K | 0.02% | 251 |
|
|
2021
Q2 | $320K | Sell |
5,052
-1,671
| -25% | -$106K | 0.02% | 238 |
|
|
2021
Q1 | $432K | Sell |
6,723
-645
| -9% | -$41.4K | 0.03% | 214 |
|
|
2020
Q4 | $409K | Hold |
7,368
| – | – | 0.03% | 212 |
|
|
2020
Q3 | $347K | Sell |
7,368
-691
| -9% | -$32.5K | 0.03% | 206 |
|
|
2020
Q2 | $328K | Sell |
8,059
-3,497
| -30% | -$142K | 0.03% | 208 |
|
|
2020
Q1 | $338K | Hold |
11,556
| – | – | 0.04% | 198 |
|
|
2019
Q4 | $632K | Sell |
11,556
-1,699
| -13% | -$92.9K | 0.06% | 173 |
|
|
2019
Q3 | $632K | Hold |
13,255
| – | – | 0.07% | 169 |
|
|
2019
Q2 | $654K | Buy |
+13,255
| New | +$654K | 0.07% | 171 |
|