Clearstead Advisors’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 | $827K | Buy |
31,220
+355
| +1% | +$9.4K | 0.01% | 491 |
|
|
2025
Q1 | $1.08M | Buy |
30,865
+10,934
| +55% | +$382K | 0.02% | 392 |
|
|
2024
Q4 | $800K | Sell |
19,931
-6,848
| -26% | -$275K | 0.01% | 462 |
|
|
2024
Q3 | $1.46M | Buy |
26,779
+727
| +3% | +$39.7K | 0.02% | 349 |
|
|
2024
Q2 | $1.38M | Buy |
26,052
+21,522
| +475% | +$1.14M | 0.02% | 332 |
|
|
2024
Q1 | $269K | Sell |
4,530
-437
| -9% | -$25.9K | 0.01% | 417 |
|
|
2023
Q4 | $272K | Sell |
4,967
-5,023
| -50% | -$275K | 0.01% | 414 |
|
|
2023
Q3 | $515K | Buy |
9,990
+4,947
| +98% | +$255K | 0.01% | 402 |
|
|
2023
Q2 | $269K | Buy |
5,043
+2,509
| +99% | +$134K | 0.02% | 393 |
|
|
2023
Q1 | $139K | Sell |
2,534
-347
| -12% | -$19K | 0.01% | 448 |
|
|
2022
Q4 | $145K | Buy |
2,881
+112
| +4% | +$5.64K | 0.01% | 423 |
|
|
2022
Q3 | $122K | Buy |
2,769
+143
| +5% | +$6.3K | 0.01% | 437 |
|
|
2022
Q2 | $136K | Buy |
2,626
+467
| +22% | +$24.2K | 0.01% | 437 |
|
|
2022
Q1 | $138K | Sell |
2,159
-62
| -3% | -$3.96K | 0.01% | 483 |
|
|
2021
Q4 | $126K | Buy |
2,221
+379
| +21% | +$21.5K | 0.01% | 476 |
|
|
2021
Q3 | $106K | Buy |
1,842
+75
| +4% | +$4.32K | 0.01% | 467 |
|
|
2021
Q2 | $112K | Buy |
1,767
+474
| +37% | +$30K | 0.01% | 433 |
|
|
2021
Q1 | $83K | Buy |
1,293
+34
| +3% | +$2.18K | 0.01% | 468 |
|
|
2020
Q4 | $70K | Sell |
1,259
-228
| -15% | -$12.7K | 0.01% | 465 |
|
|
2020
Q3 | $70K | Buy |
1,487
+258
| +21% | +$12.1K | 0.01% | 416 |
|
|
2020
Q2 | $50K | Sell |
1,229
-759
| -38% | -$30.9K | 0.01% | 428 |
|
|
2020
Q1 | $58K | Sell |
1,988
-7,691
| -79% | -$224K | 0.01% | 385 |
|
|
2019
Q4 | $530K | Sell |
9,679
-185
| -2% | -$10.1K | 0.06% | 174 |
|
|
2019
Q3 | $470K | Sell |
9,864
-667
| -6% | -$31.8K | 0.06% | 172 |
|
|
2019
Q2 | $519K | Buy |
+10,531
| New | +$519K | 0.07% | 168 |
|