Doyle Wealth Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,552
| Closed | -$249K | – | 191 |
|
|
2019
Q4 | $249K | Sell |
4,552
-397
| -8% | -$21.7K | 0.03% | 183 |
|
|
2019
Q3 | $236K | Sell |
4,949
-302
| -6% | -$14.4K | 0.03% | 177 |
|
|
2019
Q2 | $259K | Buy |
5,251
+682
| +15% | +$33.6K | 0.04% | 165 |
|
|
2019
Q1 | $242K | Buy |
+4,569
| New | +$242K | 0.04% | 171 |
|