Buckingham Strategic Wealth’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $776K | Buy |
14,627
+272
| +2% | +$14.4K | 0.01% | 379 |
|
|
2024
Q1 | $832K | Buy |
14,355
+1,035
| +8% | +$60K | 0.01% | 368 |
|
|
2023
Q4 | $730K | Buy |
13,320
+368
| +3% | +$20.2K | 0.01% | 371 |
|
|
2023
Q3 | $668K | Buy |
12,952
+1,331
| +11% | +$68.6K | 0.01% | 360 |
|
|
2023
Q2 | $619K | Buy |
11,621
+1,289
| +12% | +$68.7K | 0.01% | 379 |
|
|
2023
Q1 | $521K | Hold |
10,332
| – | – | 0.01% | 370 |
|
|
2022
Q4 | $521K | Sell |
10,332
-162
| -2% | -$8.16K | 0.01% | 372 |
|
|
2022
Q3 | $461K | Sell |
10,494
-245
| -2% | -$10.8K | 0.01% | 386 |
|
|
2022
Q2 | $554K | Sell |
10,739
-84
| -0.8% | -$4.33K | 0.01% | 353 |
|
|
2022
Q1 | $690K | Sell |
10,823
-164
| -1% | -$10.5K | 0.01% | 309 |
|
|
2021
Q4 | $623K | Sell |
10,987
-65
| -0.6% | -$3.69K | 0.01% | 328 |
|
|
2021
Q3 | $636K | Sell |
11,052
-1,123
| -9% | -$64.6K | 0.01% | 314 |
|
|
2021
Q2 | $770K | Buy |
12,175
+2,405
| +25% | +$152K | 0.02% | 278 |
|
|
2021
Q1 | $625K | Buy |
9,770
+81
| +0.8% | +$5.18K | 0.03% | 288 |
|
|
2020
Q4 | $538K | Buy |
9,689
+1,374
| +17% | +$76.3K | 0.03% | 307 |
|
|
2020
Q3 | $391K | Sell |
8,315
-536
| -6% | -$25.2K | 0.03% | 308 |
|
|
2020
Q2 | $361K | Sell |
8,851
-2,906
| -25% | -$119K | 0.03% | 277 |
|
|
2020
Q1 | $344K | Buy |
11,757
+33
| +0.3% | +$966 | 0.03% | 309 |
|
|
2019
Q4 | $642K | Buy |
11,724
+276
| +2% | +$15.1K | 0.06% | 208 |
|
|
2019
Q3 | $545K | Buy |
11,448
+255
| +2% | +$12.1K | 0.06% | 218 |
|
|
2019
Q2 | $552K | Buy |
+11,193
| New | +$552K | 0.06% | 229 |
|