Charter Oak Capital Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-367
| Closed | -$21K | – | 978 |
|
|
2021
Q4 | $21K | Buy |
+367
| New | +$21K | ﹤0.01% | 495 |
|
|
2021
Q3 | – | Sell |
-520
| Closed | -$33K | – | 835 |
|
|
2021
Q2 | $33K | Hold |
520
| – | – | ﹤0.01% | 373 |
|
|
2021
Q1 | $33K | Buy |
520
+1
| +0.2% | +$63 | ﹤0.01% | 370 |
|
|
2020
Q4 | $29K | Buy |
+519
| New | +$29K | ﹤0.01% | 369 |
|