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