Cassady Schiller 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
Q4 | $8.83K | Buy |
220
+50
| +29% | +$2.01K | ﹤0.01% | 353 |
|
|
2024
Q3 | $9.29K | Sell |
170
-112
| -40% | -$6.12K | ﹤0.01% | 323 |
|
|
2024
Q2 | $15K | Sell |
282
-170
| -38% | -$9.02K | 0.01% | 294 |
|
|
2024
Q1 | $26.2K | Buy |
452
+112
| +33% | +$6.49K | 0.01% | 264 |
|
|
2023
Q4 | $18.6K | Sell |
340
-102
| -23% | -$5.59K | 0.01% | 283 |
|
|
2023
Q3 | $22.8K | Hold |
442
| – | – | 0.01% | 264 |
|
|
2023
Q2 | $23.5K | Hold |
442
| – | – | 0.01% | 270 |
|
|
2023
Q1 | $24.2K | Hold |
442
| – | – | 0.01% | 259 |
|
|
2022
Q4 | $22.3K | Buy |
+442
| New | +$22.3K | 0.01% | 261 |
|
|
2022
Q1 | – | Sell |
-175
| Closed | -$10K | – | 240 |
|
|
2021
Q4 | $10K | Buy |
+175
| New | +$10K | 0.01% | 315 |
|