Checchi Capital Advisers’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6,641
| Closed | -$232K | – | 583 |
|
2025
Q1 | $232K | Sell |
6,641
-1,270
| -16% | -$44.3K | 0.01% | 522 |
|
2024
Q4 | $317K | Sell |
7,911
-2,021
| -20% | -$81.1K | 0.02% | 423 |
|
2024
Q3 | $543K | Sell |
9,932
-287
| -3% | -$15.7K | 0.03% | 306 |
|
2024
Q2 | $542K | Sell |
10,219
-638
| -6% | -$33.8K | 0.03% | 296 |
|
2024
Q1 | $629K | Buy |
10,857
+602
| +6% | +$34.9K | 0.05% | 276 |
|
2023
Q4 | $562K | Sell |
10,255
-763
| -7% | -$41.8K | 0.05% | 286 |
|
2023
Q3 | $568K | Sell |
11,018
-60
| -0.5% | -$3.09K | 0.05% | 256 |
|
2023
Q2 | $590K | Buy |
11,078
+971
| +10% | +$51.7K | 0.05% | 258 |
|
2023
Q1 | $554K | Buy |
10,107
+185
| +2% | +$10.1K | 0.05% | 263 |
|
2022
Q4 | $500K | Sell |
9,922
-263
| -3% | -$13.3K | 0.05% | 272 |
|
2022
Q3 | $447K | Sell |
10,185
-683
| -6% | -$30K | 0.04% | 286 |
|
2022
Q2 | $578K | Sell |
10,868
-415
| -4% | -$22.1K | 0.05% | 259 |
|
2022
Q1 | $719K | Buy |
11,283
+425
| +4% | +$27.1K | 0.06% | 201 |
|
2021
Q4 | $616K | Buy |
10,858
+1,546
| +17% | +$87.7K | 0.05% | 218 |
|
2021
Q3 | $536K | Buy |
9,312
+101
| +1% | +$5.81K | 0.05% | 227 |
|
2021
Q2 | $583K | Buy |
9,211
+293
| +3% | +$18.5K | 0.06% | 217 |
|
2021
Q1 | $570K | Buy |
8,918
+315
| +4% | +$20.1K | 0.06% | 209 |
|
2020
Q4 | $477K | Sell |
8,603
-238
| -3% | -$13.2K | 0.05% | 236 |
|
2020
Q3 | $416K | Buy |
8,841
+888
| +11% | +$41.8K | 0.05% | 230 |
|
2020
Q2 | $324K | Buy |
7,953
+44
| +0.6% | +$1.79K | 0.04% | 274 |
|
2020
Q1 | $231K | Buy |
7,909
+2,531
| +47% | +$73.9K | 0.02% | 299 |
|
2019
Q4 | $294K | Sell |
5,378
-201
| -4% | -$11K | 0.04% | 301 |
|
2019
Q3 | $266K | Sell |
5,579
-601
| -10% | -$28.7K | 0.03% | 315 |
|
2019
Q2 | $305K | Buy |
+6,180
| New | +$305K | 0.04% | 284 |
|