Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-20,000
Closed -$4K 2659
2023
Q4
$4K Buy
20,000
+13,300
+199% +$680K ﹤0.01% 2812
2023
Q3
$5K Buy
6,700
+1,500
+29% +$80.5K ﹤0.01% 2825
2023
Q2
$1K Sell
5,200
-6,800
-57% -$361K ﹤0.01% 3235
2023
Q1
$3K Sell
12,000
-9,000
-43% -$506K ﹤0.01% 2940
2022
Q4
$22K Buy
21,000
+2,800
+15% +$137K ﹤0.01% 2141
2022
Q3
$165K Sell
18,200
-64,700
-78% -$3.28M 0.02% 1065
2022
Q2
$287K Sell
82,900
-24,100
-23% -$1.54M 0.04% 789
2022
Q1
$105K Buy
107,000
+33,300
+45% +$2.01M 0.01% 1664
2021
Q4
$192K Sell
73,700
-7,500
-9% -$428K 0.01% 1347
2021
Q3
$333K Buy
81,200
+51,000
+169% +$3.12M 0.03% 1020
2021
Q2
$42K Buy
30,200
+18,800
+165% +$1.24M ﹤0.01% 2636
2021
Q1
$9K Sell
11,400
-15,100
-57% -$904K ﹤0.01% 3871
2020
Q4
$1K Buy
26,500
+14,700
+125% +$759K ﹤0.01% 4408
2020
Q3
$7K Sell
11,800
-16,300
-58% -$732K ﹤0.01% 3233
2020
Q2
$12K Buy
28,100
+12,000
+75% +$439K ﹤0.01% 2737
2020
Q1
$29K Sell
16,100
-26,000
-62% -$1.11M ﹤0.01% 2073
2019
Q4
$3K Buy
+42,100
New +$2.18M ﹤0.01% 3257

Other funds holding DOW