EWM
Empirical Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,015
| Closed | -$233K | – | 566 |
|
|
2024
Q1 | $233K | Buy |
+4,015
| New | +$233K | 0.01% | 479 |
|
|
2023
Q3 | – | Sell |
-3,829
| Closed | -$204K | – | 472 |
|
|
2023
Q2 | $204K | Sell |
3,829
-21,522
| -85% | -$1.15M | 0.01% | 437 |
|
|
2023
Q1 | $1.39M | Buy |
25,351
+3,797
| +18% | +$208K | 0.06% | 175 |
|
|
2022
Q4 | $1.09M | Buy |
21,554
+1,972
| +10% | +$99.4K | 0.05% | 198 |
|
|
2022
Q3 | $860K | Buy |
19,582
+7,007
| +56% | +$308K | 0.05% | 213 |
|
|
2022
Q2 | $649K | Buy |
+12,575
| New | +$649K | 0.03% | 258 |
|
|
2022
Q1 | – | Sell |
-4,522
| Closed | -$256K | – | 509 |
|
|
2021
Q4 | $256K | Sell |
4,522
-4,472
| -50% | -$253K | 0.01% | 446 |
|
|
2021
Q3 | $518K | Buy |
8,994
+3,063
| +52% | +$176K | 0.03% | 292 |
|
|
2021
Q2 | $375K | Buy |
5,931
+740
| +14% | +$46.8K | 0.02% | 340 |
|
|
2021
Q1 | $332K | Buy |
+5,191
| New | +$332K | 0.03% | 305 |
|