Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-500
| Closed | -$28K | – | 206 |
|
|
2021
Q4 | $28K | Hold |
500
| – | – | 0.01% | 228 |
|
|
2021
Q3 | $29K | Hold |
500
| – | – | 0.01% | 227 |
|
|
2021
Q2 | $32K | Buy |
500
+233
| +87% | +$14.9K | 0.01% | 227 |
|
|
2021
Q1 | $17K | Hold |
267
| – | – | ﹤0.01% | 281 |
|
|
2020
Q4 | $15K | Hold |
267
| – | – | ﹤0.01% | 260 |
|
|
2020
Q3 | $13K | Hold |
267
| – | – | ﹤0.01% | 302 |
|
|
2020
Q2 | $11K | Hold |
267
| – | – | ﹤0.01% | 447 |
|
|
2020
Q1 | $8K | Hold |
267
| – | – | ﹤0.01% | 412 |
|
|
2019
Q4 | $15K | Hold |
267
| – | – | ﹤0.01% | 369 |
|
|
2019
Q3 | $12K | Hold |
267
| – | – | ﹤0.01% | 387 |
|
|
2019
Q2 | $13K | Buy |
+267
| New | +$13K | ﹤0.01% | 384 |
|