Disciplined Investments’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-515
| Closed | -$27.4K | – | 501 |
|
2023
Q2 | $27.4K | Buy |
515
+15
| +3% | +$799 | 0.01% | 256 |
|
2023
Q1 | $27.4K | Sell |
500
-11
| -2% | -$603 | 0.01% | 282 |
|
2022
Q4 | $25.7K | Buy |
511
+41
| +9% | +$2.07K | 0.01% | 267 |
|
2022
Q3 | $21K | Sell |
470
-51
| -10% | -$2.28K | 0.01% | 307 |
|
2022
Q2 | $27K | Buy |
521
+31
| +6% | +$1.61K | 0.01% | 280 |
|
2022
Q1 | $31K | Buy |
490
+73
| +18% | +$4.62K | 0.01% | 279 |
|
2021
Q4 | $24K | Hold |
417
| – | – | 0.01% | 280 |
|
2021
Q3 | $24K | Hold |
417
| – | – | 0.01% | 249 |
|
2021
Q2 | $26K | Buy |
+417
| New | +$26K | 0.01% | 239 |
|
2020
Q2 | – | Sell |
-83
| Closed | -$2K | – | 408 |
|
2020
Q1 | $2K | Buy |
+83
| New | +$2K | ﹤0.01% | 362 |
|