D.B. Root & Company’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,047
| Closed | -$586K | – | 187 |
|
|
2024
Q2 | $586K | Sell |
11,047
-12,739
| -54% | -$676K | 0.2% | 92 |
|
|
2024
Q1 | $1.38M | Sell |
23,786
-1,194
| -5% | -$69.2K | 0.47% | 50 |
|
|
2023
Q4 | $1.37M | Sell |
24,980
-1,181
| -5% | -$64.8K | 0.5% | 48 |
|
|
2023
Q3 | $1.35M | Buy |
26,161
+243
| +0.9% | +$12.5K | 0.53% | 44 |
|
|
2023
Q2 | $1.38M | Buy |
25,918
+542
| +2% | +$28.9K | 0.52% | 40 |
|
|
2023
Q1 | $1.39M | Buy |
25,376
+921
| +4% | +$50.5K | 0.55% | 43 |
|
|
2022
Q4 | $1.23M | Buy |
24,455
+1,505
| +7% | +$75.8K | 0.52% | 51 |
|
|
2022
Q3 | $1.01M | Buy |
+22,950
| New | +$1.01M | 0.46% | 55 |
|