Empirical Wealth Management’s Dow Inc DOW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,015	Closed	-$233K	–	569
2024 Q1	$233K	Buy	+4,015	New	+$222K	0.01%	481
2023 Q3	–	Sell	-3,829	Closed	-$204K	–	475
2023 Q2	$204K	Sell	3,829 -21,522	-85%	-$1.14M	0.01%	438
2023 Q1	$1.39M	Buy	25,351 +3,797	+18%	+$214K	0.06%	175
2022 Q4	$1.09M	Buy	21,554 +1,972	+10%	+$96.3K	0.05%	198
2022 Q3	$860K	Buy	19,582 +7,007	+56%	+$355K	0.05%	213
2022 Q2	$649K	Buy	+12,575	New	+$805K	0.03%	258
2022 Q1	–	Sell	-4,522	Closed	-$256K	–	510
2021 Q4	$256K	Sell	4,522 -4,472	-50%	-$255K	0.01%	446
2021 Q3	$518K	Buy	8,994 +3,063	+52%	+$187K	0.03%	292
2021 Q2	$375K	Buy	5,931 +740	+14%	+$48.9K	0.02%	340
2021 Q1	$332K	Buy	+5,191	New	+$311K	0.03%	306