Bragg Financial Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,811
| Closed | -$243K | – | 300 |
|
|
2022
Q1 | $243K | Buy |
+3,811
| New | +$243K | 0.01% | 291 |
|
|
2020
Q3 | – | Sell |
-6,041
| Closed | -$246K | – | 271 |
|
|
2020
Q2 | $246K | Sell |
6,041
-3,797
| -39% | -$155K | 0.03% | 243 |
|
|
2020
Q1 | $288K | Sell |
9,838
-7,551
| -43% | -$221K | 0.04% | 221 |
|
|
2019
Q4 | $952K | Sell |
17,389
-12,657
| -42% | -$693K | 0.11% | 161 |
|
|
2019
Q3 | $1.43M | Sell |
30,046
-4,221
| -12% | -$201K | 0.17% | 143 |
|
|
2019
Q2 | $1.69M | Buy |
+34,267
| New | +$1.69M | 0.21% | 141 |
|