Buckingham Strategic Wealth’s Dow Inc DOW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$776K	Buy	14,627 +272	+2%	+$15.5K	0.01%	379
2024 Q1	$832K	Buy	14,355 +1,035	+8%	+$57.2K	0.01%	368
2023 Q4	$730K	Buy	13,320 +368	+3%	+$18.8K	0.01%	371
2023 Q3	$668K	Buy	12,952 +1,331	+11%	+$71.5K	0.01%	360
2023 Q2	$619K	Buy	11,621 +1,289	+12%	+$68.5K	0.01%	379
2023 Q1	$521K	Hold	10,332	–	–	0.01%	370
2022 Q4	$521K	Sell	10,332 -162	-2%	-$7.91K	0.01%	372
2022 Q3	$461K	Sell	10,494 -245	-2%	-$12.4K	0.01%	386
2022 Q2	$554K	Sell	10,739 -84	-0.8%	-$5.38K	0.01%	353
2022 Q1	$690K	Sell	10,823 -164	-1%	-$9.89K	0.01%	309
2021 Q4	$623K	Sell	10,987 -65	-0.6%	-$3.71K	0.01%	328
2021 Q3	$636K	Sell	11,052 -1,123	-9%	-$68.7K	0.01%	314
2021 Q2	$770K	Buy	12,175 +2,405	+25%	+$159K	0.02%	278
2021 Q1	$625K	Buy	9,770 +81	+0.8%	+$4.85K	0.03%	288
2020 Q4	$538K	Buy	9,689 +1,374	+17%	+$70.9K	0.03%	307
2020 Q3	$391K	Sell	8,315 -536	-6%	-$24.1K	0.03%	308
2020 Q2	$361K	Sell	8,851 -2,906	-25%	-$106K	0.03%	277
2020 Q1	$344K	Buy	11,757 +33	+0.3%	+$1.4K	0.03%	309
2019 Q4	$642K	Buy	11,724 +276	+2%	+$14.3K	0.06%	208
2019 Q3	$545K	Buy	11,448 +255	+2%	+$11.9K	0.06%	218
2019 Q2	$552K	Buy	+11,193	New	+$591K	0.06%	229