Clearview Wealth Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-75
| Closed | -$4K | – | 242 |
|
2023
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 449 |
|
2023
Q1 | $4.11K | Hold |
75
| – | – | ﹤0.01% | 448 |
|
2022
Q4 | $3.78K | Hold |
75
| – | – | ﹤0.01% | 423 |
|
2022
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 449 |
|
2022
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 441 |
|
2022
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 444 |
|
2021
Q4 | $4K | Sell |
75
-558
| -88% | -$29.8K | ﹤0.01% | 506 |
|
2021
Q3 | $36K | Sell |
633
-420
| -40% | -$23.9K | 0.02% | 269 |
|
2021
Q2 | $67K | Sell |
1,053
-774
| -42% | -$49.2K | 0.04% | 215 |
|
2021
Q1 | $117K | Buy |
1,827
+1,571
| +614% | +$101K | 0.08% | 144 |
|
2020
Q4 | $14K | Buy |
+256
| New | +$14K | 0.01% | 334 |
|