CoreCap Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Buy |
6,071
+895
| +17% | +$23.7K | 0.01% | 811 |
|
|
2025
Q1 | $181K | Buy |
5,176
+315
| +6% | +$11K | 0.01% | 706 |
|
|
2024
Q4 | $195K | Buy |
4,861
+126
| +3% | +$5.06K | 0.01% | 713 |
|
|
2024
Q3 | $259K | Buy |
+4,735
| New | +$259K | 0.01% | 611 |
|
|
2024
Q2 | – | Sell |
-5,704
| Closed | -$330K | – | 1856 |
|
|
2024
Q1 | $330K | Buy |
5,704
+15
| +0.3% | +$869 | 0.02% | 504 |
|
|
2023
Q4 | $312K | Sell |
5,689
-597
| -9% | -$32.7K | 0.02% | 443 |
|
|
2023
Q3 | $324K | Sell |
6,286
-17,816
| -74% | -$919K | 0.02% | 403 |
|
|
2023
Q2 | $1.28M | Buy |
+24,102
| New | +$1.28M | 0.09% | 215 |
|
|
2022
Q4 | $501K | Buy |
9,937
+1,840
| +23% | +$92.7K | 0.04% | 353 |
|
|
2022
Q3 | $356K | Sell |
8,097
-2,057
| -20% | -$90.4K | 0.03% | 390 |
|
|
2022
Q2 | $524K | Buy |
10,154
+4,795
| +89% | +$247K | 0.04% | 309 |
|
|
2022
Q1 | $342K | Buy |
5,359
+280
| +6% | +$17.9K | 0.02% | 379 |
|
|
2021
Q4 | $288K | Buy |
+5,079
| New | +$288K | 0.02% | 451 |
|