BFA
Brendel Financial Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,822
| Closed | -$209K | – | 97 |
|
|
2024
Q3 | $209K | Hold |
3,822
| – | – | 0.12% | 89 |
|
|
2024
Q2 | $203K | Buy |
+3,822
| New | +$203K | 0.13% | 86 |
|
|
2024
Q1 | – | Sell |
-3,797
| Closed | -$208K | – | 71 |
|
|
2023
Q4 | $208K | Buy |
+3,797
| New | +$208K | 0.14% | 84 |
|
|
2023
Q2 | – | Sell |
-4,197
| Closed | -$230K | – | 65 |
|
|
2023
Q1 | $230K | Buy |
+4,197
| New | +$230K | 0.17% | 79 |
|
|
2022
Q3 | – | Sell |
-39,881
| Closed | -$2.06M | – | 59 |
|
|
2022
Q2 | $2.06M | Sell |
39,881
-9,553
| -19% | -$493K | 1.79% | 20 |
|
|
2022
Q1 | $3.15M | Buy |
49,434
+45,237
| +1,078% | +$2.88M | 1.71% | 19 |
|
|
2021
Q4 | $238K | Buy |
+4,197
| New | +$238K | 0.12% | 96 |
|
|
2021
Q3 | – | Sell |
-4,197
| Closed | -$266K | – | 123 |
|
|
2021
Q2 | $266K | Hold |
4,197
| – | – | 0.15% | 91 |
|
|
2021
Q1 | $268K | Hold |
4,197
| – | – | 0.18% | 79 |
|
|
2020
Q4 | $233K | Buy |
+4,197
| New | +$233K | 0.16% | 76 |
|
|
2020
Q1 | – | Sell |
-4,215
| Closed | -$231K | – | 74 |
|
|
2019
Q4 | $231K | Sell |
4,215
-41
| -1% | -$2.25K | 0.2% | 80 |
|
|
2019
Q3 | $203K | Hold |
4,256
| – | – | 0.18% | 77 |
|
|
2019
Q2 | $210K | Buy |
+4,256
| New | +$210K | 0.2% | 72 |
|