Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$45K Sell
12,400
-13,200
-52% -$729K 0.02% 720
2023
Q4
$64K Buy
25,600
+20,200
+374% +$1.03M 0.01% 1293
2023
Q3
$4K Sell
5,400
-4,900
-48% -$263K ﹤0.01% 2940
2023
Q2
$12K Sell
10,300
-23,100
-69% -$1.23M ﹤0.01% 2140
2023
Q1
$20K Sell
33,400
-28,900
-46% -$1.63M ﹤0.01% 1918
2022
Q4
$33K Sell
62,300
-8,800
-12% -$430K ﹤0.01% 1854
2022
Q3
$20K Buy
71,100
+15,400
+28% +$781K ﹤0.01% 2603
2022
Q2
$69K Buy
55,700
+1,200
+2% +$76.9K 0.01% 1699
2022
Q1
$193K Buy
54,500
+15,700
+40% +$947K 0.02% 1215
2021
Q4
$25K Buy
38,800
+15,600
+67% +$889K ﹤0.01% 2943
2021
Q3
$45K Sell
23,200
-33,700
-59% -$2.06M ﹤0.01% 2596
2021
Q2
$55K Buy
56,900
+42,000
+282% +$2.77M ﹤0.01% 2409
2021
Q1
$55K Sell
14,900
-2,900
-16% -$174K ﹤0.01% 2293
2020
Q4
$46K Buy
17,800
+6,600
+59% +$341K ﹤0.01% 2067
2020
Q3
$35K Sell
11,200
-14,100
-56% -$633K ﹤0.01% 2030
2020
Q2
$26K Sell
25,300
-16,200
-39% -$593K ﹤0.01% 2194
2020
Q1
$12K Sell
41,500
-22,400
-35% -$952K ﹤0.01% 2614
2019
Q4
$17K Buy
63,900
+63,200
+9,029% +$3.27M ﹤0.01% 2295
2019
Q3
$1K Buy
+700
New +$32.8K ﹤0.01% 3694

Other funds holding DOW