CarsonAllaria Wealth Management’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 Q3	–	Sell	-22	Closed	-$1.17K	–	405
2024 Q2	$1.17K	Sell	22 -21	-49%	-$1.2K	﹤0.01%	344
2024 Q1	$2.49K	Sell	43 -312	-88%	-$17.2K	﹤0.01%	324
2023 Q4	$19.5K	Buy	355 +5	+1%	+$255	0.01%	174
2023 Q3	$18.1K	Hold	350	–	–	0.01%	170
2023 Q2	$18.7K	Buy	350 +4	+1%	+$213	0.01%	173
2023 Q1	$19K	Buy	346 +303	+705%	+$17K	0.02%	171
2022 Q4	$2K	Hold	43	–	–	﹤0.01%	281
2022 Q3	$2K	Hold	43	–	–	﹤0.01%	277
2022 Q2	$2K	Hold	43	–	–	﹤0.01%	280
2022 Q1	$3K	Sell	43 -480	-92%	-$29K	﹤0.01%	281
2021 Q4	$30K	Buy	+523	New	+$29.8K	0.03%	148