Douglas Lane & Associates’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,885
| Closed | -$283K | – | 237 |
|
|
2024
Q1 | $283K | Buy |
4,885
+163
| +3% | +$9.44K | ﹤0.01% | 212 |
|
|
2023
Q4 | $259K | Sell |
4,722
-607
| -11% | -$33.3K | ﹤0.01% | 216 |
|
|
2023
Q3 | $275K | Buy |
5,329
+21
| +0.4% | +$1.08K | ﹤0.01% | 209 |
|
|
2023
Q2 | $283K | Hold |
5,308
| – | – | ﹤0.01% | 203 |
|
|
2023
Q1 | $291K | Hold |
5,308
| – | – | ﹤0.01% | 203 |
|
|
2022
Q4 | $267K | Hold |
5,308
| – | – | ﹤0.01% | 206 |
|
|
2022
Q3 | $233K | Sell |
5,308
-128
| -2% | -$5.62K | ﹤0.01% | 202 |
|
|
2022
Q2 | $281K | Sell |
5,436
-153
| -3% | -$7.91K | ﹤0.01% | 196 |
|
|
2022
Q1 | $356K | Sell |
5,589
-158
| -3% | -$10.1K | 0.01% | 196 |
|
|
2021
Q4 | $326K | Sell |
5,747
-212
| -4% | -$12K | ﹤0.01% | 199 |
|
|
2021
Q3 | $343K | Buy |
5,959
+602
| +11% | +$34.7K | ﹤0.01% | 192 |
|
|
2021
Q2 | $339K | Buy |
5,357
+384
| +8% | +$24.3K | ﹤0.01% | 187 |
|
|
2021
Q1 | $318K | Buy |
4,973
+1,324
| +36% | +$84.7K | ﹤0.01% | 186 |
|
|
2020
Q4 | $203K | Buy |
+3,649
| New | +$203K | ﹤0.01% | 209 |
|
|
2020
Q1 | – | Sell |
-4,933
| Closed | -$270K | – | 201 |
|
|
2019
Q4 | $270K | Sell |
4,933
-532
| -10% | -$29.1K | 0.01% | 191 |
|
|
2019
Q3 | $260K | Sell |
5,465
-17
| -0.3% | -$809 | 0.01% | 193 |
|
|
2019
Q2 | $270K | Buy |
+5,482
| New | +$270K | 0.01% | 194 |
|