Coastwise Capital Group’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 |
-6,673
| Closed | -$233K | – | 126 |
|
2025
Q1 | $233K | Buy |
6,673
+308
| +5% | +$10.8K | 0.2% | 110 |
|
2024
Q4 | $255K | Buy |
6,365
+1,800
| +39% | +$72.2K | 0.2% | 108 |
|
2024
Q3 | $249K | Buy |
+4,565
| New | +$249K | 0.21% | 109 |
|
2024
Q2 | – | Sell |
-3,601
| Closed | -$209K | – | 117 |
|
2024
Q1 | $209K | Buy |
+3,601
| New | +$209K | 0.19% | 115 |
|
2023
Q2 | – | Sell |
-4,907
| Closed | -$269K | – | 113 |
|
2023
Q1 | $269K | Buy |
4,907
+215
| +5% | +$11.8K | 0.31% | 87 |
|
2022
Q4 | $236K | Buy |
+4,692
| New | +$236K | 0.28% | 95 |
|
2022
Q2 | – | Sell |
-3,364
| Closed | -$214K | – | 107 |
|
2022
Q1 | $214K | Buy |
+3,364
| New | +$214K | 0.27% | 95 |
|