BTR Capital Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $300K | Sell |
6,839
-133
| -2% | -$5.83K | 0.05% | 134 |
|
|
2022
Q2 | $360K | Sell |
6,972
-42
| -0.6% | -$2.17K | 0.05% | 130 |
|
|
2022
Q1 | $447K | Buy |
7,014
+256
| +4% | +$16.3K | 0.06% | 125 |
|
|
2021
Q4 | $383K | Sell |
6,758
-507
| -7% | -$28.7K | 0.04% | 133 |
|
|
2021
Q3 | $418K | Sell |
7,265
-60
| -0.8% | -$3.45K | 0.05% | 126 |
|
|
2021
Q2 | $464K | Buy |
7,325
+1,716
| +31% | +$109K | 0.06% | 121 |
|
|
2021
Q1 | $359K | Hold |
5,609
| – | – | 0.05% | 134 |
|
|
2020
Q4 | $311K | Buy |
5,609
+102
| +2% | +$5.66K | 0.05% | 136 |
|
|
2020
Q3 | $259K | Sell |
5,507
-58
| -1% | -$2.73K | 0.05% | 131 |
|
|
2020
Q2 | $227K | Buy |
+5,565
| New | +$227K | 0.04% | 140 |
|
|
2020
Q1 | – | Sell |
-6,629
| Closed | -$363K | – | 154 |
|
|
2019
Q4 | $363K | Buy |
6,629
+1,000
| +18% | +$54.8K | 0.06% | 122 |
|
|
2019
Q3 | $268K | Sell |
5,629
-25,939
| -82% | -$1.23M | 0.05% | 138 |
|
|
2019
Q2 | $1.56M | Buy |
+31,568
| New | +$1.56M | 0.29% | 67 |
|