Dowling & Yahnke’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-3,393
| Closed | -$215K | – | 374 |
|
2021
Q2 | $215K | Sell |
3,393
-560
| -14% | -$35.5K | 0.01% | 345 |
|
2021
Q1 | $253K | Sell |
3,953
-241
| -6% | -$15.4K | 0.02% | 308 |
|
2020
Q4 | $233K | Buy |
+4,194
| New | +$233K | 0.02% | 302 |
|
2020
Q1 | – | Sell |
-4,017
| Closed | -$220K | – | 304 |
|
2019
Q4 | $220K | Sell |
4,017
-285
| -7% | -$15.6K | 0.02% | 288 |
|
2019
Q3 | $205K | Buy |
4,302
+69
| +2% | +$3.29K | 0.02% | 294 |
|
2019
Q2 | $209K | Buy |
+4,233
| New | +$209K | 0.02% | 283 |
|