DBRC
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D.B. Root & Company’s Dow Inc DOW Stock Holding History

D.B. Root & Company’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,047
Closed -$586K – 187
2024
Q2 		$586K Sell
11,047
-12,739
-54% -$728K 0.2% 92
2024
Q1 		$1.38M Sell
23,786
-1,194
-5% -$66K 0.47% 50
2023
Q4 		$1.37M Sell
24,980
-1,181
-5% -$60.3K 0.5% 48
2023
Q3 		$1.35M Buy
26,161
+243
+0.9% +$13K 0.53% 44
2023
Q2 		$1.38M Buy
25,918
+542
+2% +$28.8K 0.52% 40
2023
Q1 		$1.39M Buy
25,376
+921
+4% +$51.8K 0.55% 43
2022
Q4 		$1.23M Buy
24,455
+1,505
+7% +$73.5K 0.52% 51
2022
Q3 		$1.01M Buy
+22,950
New +$1.16M 0.46% 55

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Invesco
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