Cutter & Co Brokerage’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,000
| Closed | -$273K | – | 214 |
|
|
2024
Q3 | $273K | Buy |
5,000
+573
| +13% | +$31.3K | 0.06% | 154 |
|
|
2024
Q2 | $235K | Buy |
4,427
+849
| +24% | +$45K | 0.06% | 169 |
|
|
2024
Q1 | $207K | Sell |
3,578
-610
| -15% | -$35.3K | 0.05% | 180 |
|
|
2023
Q4 | $230K | Buy |
4,188
+298
| +8% | +$16.3K | 0.06% | 163 |
|
|
2023
Q3 | $201K | Buy |
3,890
+14
| +0.4% | +$722 | 0.06% | 185 |
|
|
2023
Q2 | $206K | Buy |
3,876
+118
| +3% | +$6.29K | 0.06% | 188 |
|
|
2023
Q1 | $206K | Buy |
+3,758
| New | +$206K | 0.06% | 190 |
|
|
2020
Q1 | – | Sell |
-8,196
| Closed | -$449K | – | 255 |
|
|
2019
Q4 | $449K | Sell |
8,196
-258
| -3% | -$14.1K | 0.16% | 129 |
|
|
2019
Q3 | $403K | Sell |
8,454
-530
| -6% | -$25.3K | 0.13% | 170 |
|
|
2019
Q2 | $443K | Buy |
+8,984
| New | +$443K | 0.14% | 160 |
|