Capital Advisors Ltd’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Buy |
863
+430
| +99% | +$11.5K | ﹤0.01% | 603 |
|
|
2025
Q1 | $15K | Sell |
433
-66
| -13% | -$2.29K | ﹤0.01% | 668 |
|
|
2024
Q4 | $20K | Sell |
499
-380
| -43% | -$15.2K | ﹤0.01% | 616 |
|
|
2024
Q3 | $48K | Sell |
879
-7
| -0.8% | -$382 | 0.01% | 459 |
|
|
2024
Q2 | $47K | Sell |
886
-7
| -0.8% | -$371 | 0.01% | 451 |
|
|
2024
Q1 | $52K | Buy |
893
+14
| +2% | +$815 | 0.01% | 433 |
|
|
2023
Q4 | $48K | Sell |
879
-50
| -5% | -$2.73K | 0.01% | 428 |
|
|
2023
Q3 | $48K | Sell |
929
-61
| -6% | -$3.15K | 0.01% | 418 |
|
|
2023
Q2 | $53K | Buy |
990
+300
| +43% | +$16.1K | 0.01% | 415 |
|
|
2023
Q1 | $38K | Sell |
690
-247
| -26% | -$13.6K | 0.01% | 399 |
|
|
2022
Q4 | $34K | Buy |
937
+734
| +362% | +$26.6K | 0.01% | 410 |
|
|
2022
Q3 | $9K | Buy |
203
+36
| +22% | +$1.6K | ﹤0.01% | 549 |
|
|
2022
Q2 | $9K | Sell |
167
-21
| -11% | -$1.13K | ﹤0.01% | 517 |
|
|
2022
Q1 | $12K | Buy |
188
+7
| +4% | +$447 | ﹤0.01% | 501 |
|
|
2021
Q4 | $10K | Buy |
181
+85
| +89% | +$4.7K | ﹤0.01% | 520 |
|
|
2021
Q3 | $6K | Hold |
96
| – | – | ﹤0.01% | 456 |
|
|
2021
Q2 | $6K | Hold |
96
| – | – | ﹤0.01% | 441 |
|
|
2021
Q1 | $6K | Hold |
96
| – | – | ﹤0.01% | 435 |
|
|
2020
Q4 | $5K | Hold |
96
| – | – | ﹤0.01% | 417 |
|
|
2020
Q3 | $5K | Hold |
96
| – | – | ﹤0.01% | 413 |
|
|
2020
Q2 | $4K | Hold |
96
| – | – | ﹤0.01% | 415 |
|
|
2020
Q1 | $3K | Hold |
96
| – | – | ﹤0.01% | 425 |
|
|
2019
Q4 | $5K | Hold |
96
| – | – | ﹤0.01% | 381 |
|
|
2019
Q3 | $5K | Hold |
96
| – | – | ﹤0.01% | 374 |
|
|
2019
Q2 | $5K | Buy |
+96
| New | +$5K | ﹤0.01% | 404 |
|