Cyndeo Wealth Partners’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 | $252K | Sell |
9,502
-413
| -4% | -$10.9K | 0.01% | 420 |
|
|
2025
Q1 | $346K | Sell |
9,915
-41
| -0.4% | -$1.43K | 0.02% | 341 |
|
|
2024
Q4 | $400K | Buy |
+9,956
| New | +$400K | 0.03% | 328 |
|
|
2024
Q1 | – | Sell |
-4,147
| Closed | -$227K | – | 386 |
|
|
2023
Q4 | $227K | Sell |
4,147
-72,284
| -95% | -$3.96M | 0.02% | 340 |
|
|
2023
Q3 | $3.94M | Buy |
76,431
+2,771
| +4% | +$143K | 0.41% | 82 |
|
|
2023
Q2 | $3.92M | Buy |
+73,660
| New | +$3.92M | 0.41% | 78 |
|