Empire Financial Management Company’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-16,889
| Closed | -$923K | – | 205 |
|
2024
Q3 | $923K | Hold |
16,889
| – | – | 0.28% | 102 |
|
2024
Q2 | $896K | Sell |
16,889
-965
| -5% | -$51.2K | 0.3% | 100 |
|
2024
Q1 | $1.03M | Sell |
17,854
-34,787
| -66% | -$2.02M | 0.34% | 83 |
|
2023
Q4 | $2.89M | Buy |
52,641
+754
| +1% | +$41.4K | 1.13% | 23 |
|
2023
Q3 | $2.68M | Sell |
51,887
-3,801
| -7% | -$196K | 1.17% | 20 |
|
2023
Q2 | $2.97M | Buy |
55,688
+2,037
| +4% | +$108K | 1.18% | 23 |
|
2023
Q1 | $2.94M | Buy |
+53,651
| New | +$2.94M | 1.2% | 22 |
|