CarsonAllaria Wealth Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-22
| Closed | -$1.17K | – | 405 |
|
2024
Q2 | $1.17K | Sell |
22
-21
| -49% | -$1.11K | ﹤0.01% | 344 |
|
2024
Q1 | $2.49K | Sell |
43
-312
| -88% | -$18.1K | ﹤0.01% | 324 |
|
2023
Q4 | $19.5K | Buy |
355
+5
| +1% | +$274 | 0.01% | 174 |
|
2023
Q3 | $18.1K | Hold |
350
| – | – | 0.01% | 170 |
|
2023
Q2 | $18.7K | Buy |
350
+4
| +1% | +$214 | 0.01% | 173 |
|
2023
Q1 | $19K | Buy |
346
+303
| +705% | +$16.7K | 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% | -$33.5K | ﹤0.01% | 281 |
|
2021
Q4 | $30K | Buy |
+523
| New | +$30K | 0.03% | 148 |
|