CreativeOne Wealth’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 | $2.22M | Buy |
83,785
+8,403
| +11% | +$223K | 0.06% | 317 |
|
|
2025
Q1 | $2.63M | Buy |
75,382
+37,007
| +96% | +$1.29M | 0.08% | 247 |
|
|
2024
Q4 | $1.54M | Buy |
38,375
+8,395
| +28% | +$337K | 0.05% | 347 |
|
|
2024
Q3 | $1.64M | Buy |
29,980
+10,605
| +55% | +$579K | 0.06% | 306 |
|
|
2024
Q2 | $1.03M | Buy |
19,375
+3,905
| +25% | +$207K | 0.05% | 320 |
|
|
2024
Q1 | $897K | Buy |
15,470
+5,471
| +55% | +$317K | 0.04% | 404 |
|
|
2023
Q4 | $548K | Buy |
9,999
+1,723
| +21% | +$94.4K | 0.04% | 350 |
|
|
2023
Q3 | $427K | Buy |
8,276
+458
| +6% | +$23.6K | 0.03% | 363 |
|
|
2023
Q2 | $416K | Buy |
7,818
+1,789
| +30% | +$95.2K | 0.02% | 545 |
|
|
2023
Q1 | $330K | Buy |
6,029
+1,082
| +22% | +$59.2K | 0.02% | 602 |
|
|
2022
Q4 | $249K | Buy |
+4,947
| New | +$249K | 0.01% | 638 |
|
|
2022
Q3 | – | Sell |
-3,997
| Closed | -$206K | – | 710 |
|
|
2022
Q2 | $206K | Sell |
3,997
-475
| -11% | -$24.5K | 0.01% | 675 |
|
|
2022
Q1 | $285K | Buy |
4,472
+446
| +11% | +$28.4K | 0.01% | 594 |
|
|
2021
Q4 | $228K | Buy |
+4,026
| New | +$228K | 0.01% | 673 |
|
|
2021
Q3 | – | Sell |
-3,504
| Closed | -$222K | – | 701 |
|
|
2021
Q2 | $222K | Sell |
3,504
-252
| -7% | -$16K | 0.01% | 623 |
|
|
2021
Q1 | $240K | Buy |
+3,756
| New | +$240K | 0.02% | 499 |
|