Equitable Trust’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,637
| Closed | -$232K | – | 441 |
|
|
2025
Q1 | $232K | Sell |
6,637
-3,723
| -36% | -$130K | 0.01% | 440 |
|
|
2024
Q4 | $416K | Buy |
10,360
+500
| +5% | +$20.1K | 0.02% | 356 |
|
|
2024
Q3 | $539K | Buy |
9,860
+4,661
| +90% | +$255K | 0.03% | 299 |
|
|
2024
Q2 | $276K | Hold |
5,199
| – | – | 0.02% | 391 |
|
|
2024
Q1 | $301K | Buy |
+5,199
| New | +$301K | 0.02% | 377 |
|
|
2020
Q1 | – | Sell |
-4,048
| Closed | -$221K | – | 309 |
|
|
2019
Q4 | $221K | Buy |
+4,048
| New | +$221K | 0.02% | 269 |
|
|
2019
Q3 | – | Sell |
-4,582
| Closed | -$225K | – | 283 |
|
|
2019
Q2 | $225K | Buy |
+4,582
| New | +$225K | 0.02% | 262 |
|