Dumont & Blake Investment Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,136
| Closed | -$206K | – | 207 |
|
|
2024
Q4 | $206K | Hold |
5,136
| – | – | 0.06% | 190 |
|
|
2024
Q3 | $281K | Sell |
5,136
-5,136
| -50% | -$281K | 0.07% | 173 |
|
|
2024
Q2 | $545K | Buy |
10,272
+5,136
| +100% | +$272K | 0.08% | 169 |
|
|
2024
Q1 | $298K | Sell |
5,136
-4
| -0.1% | -$232 | 0.09% | 164 |
|
|
2023
Q4 | $282K | Sell |
5,140
-21
| -0.4% | -$1.15K | 0.09% | 162 |
|
|
2023
Q3 | $266K | Buy |
5,161
+15
| +0.3% | +$773 | 0.09% | 155 |
|
|
2023
Q2 | $274K | Sell |
5,146
-15
| -0.3% | -$799 | 0.09% | 160 |
|
|
2023
Q1 | $283K | Hold |
5,161
| – | – | 0.1% | 159 |
|
|
2022
Q4 | $260K | Hold |
5,161
| – | – | 0.09% | 161 |
|
|
2022
Q3 | $227K | Sell |
5,161
-1,379
| -21% | -$60.7K | 0.09% | 165 |
|
|
2022
Q2 | $338K | Buy |
+6,540
| New | +$338K | 0.11% | 155 |
|