Capital Advisory Group Advisory Services’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
Q4 | – | Sell |
-24,559
| Closed | -$1.34M | – | 175 |
|
|
2024
Q3 | $1.34M | Sell |
24,559
-504
| -2% | -$26.6K | 0.53% | 55 |
|
|
2024
Q2 | $1.33M | Buy |
25,063
+1,830
| +8% | +$105K | 0.57% | 54 |
|
|
2024
Q1 | $1.35M | Buy |
23,233
+5,028
| +28% | +$278K | 0.64% | 48 |
|
|
2023
Q4 | $998K | Buy |
18,205
+2,571
| +16% | +$131K | 0.54% | 53 |
|
|
2023
Q3 | $806K | Sell |
15,634
-1,343
| -8% | -$72.1K | 0.46% | 60 |
|
|
2023
Q2 | $904K | Buy |
16,977
+1,211
| +8% | +$64.4K | 0.65% | 44 |
|
|
2023
Q1 | $864K | Buy |
15,766
+1,231
| +8% | +$69.3K | 0.52% | 51 |
|
|
2022
Q4 | $732K | Sell |
14,535
-1,385
| -9% | -$67.7K | 0.5% | 58 |
|
|
2022
Q3 | $699K | Buy |
15,920
+1,203
| +8% | +$61K | 0.49% | 63 |
|
|
2022
Q2 | $969K | Sell |
14,717
-67
| -0.5% | -$4.29K | 0.58% | 50 |
|
|
2022
Q1 | $942K | Buy |
14,784
+1,379
| +10% | +$83.2K | 0.44% | 62 |
|
|
2021
Q4 | $760K | Buy |
13,405
+719
| +6% | +$41K | 0.33% | 79 |
|
|
2021
Q3 | $730K | Buy |
12,686
+9,330
| +278% | +$571K | 0.26% | 93 |
|
|
2021
Q2 | $212K | Sell |
3,356
-36
| -1% | -$2.38K | 0.08% | 195 |
|
|
2021
Q1 | $217K | Buy |
3,392
+853
| +34% | +$51K | 0.08% | 177 |
|
|
2020
Q4 | $141K | Buy |
2,539
+233
| +10% | +$12K | 0.06% | 199 |
|
|
2020
Q3 | $109K | Sell |
2,306
-10
| -0.4% | -$449 | 0.06% | 170 |
|
|
2020
Q2 | $94K | Buy |
2,316
+1,948
| +529% | +$71.3K | 0.05% | 174 |
|
|
2020
Q1 | $11K | Buy |
+368
| New | +$15.6K | 0.01% | 224 |
|
|
2019
Q4 | – | Sell |
-405
| Closed | -$21K | – | 258 |
|
|
2019
Q3 | $21K | Hold |
405
| – | – | 0.01% | 204 |
|
|
2019
Q2 | $21K | Buy |
+405
| New | +$21.4K | 0.01% | 214 |
|
Other funds holding DOW
