Ergawealth Advisors’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 |
-4,733
| Closed | -$259K | – | 64 |
|
|
2024
Q3 | $259K | Sell |
4,733
-150
| -3% | -$8.2K | 0.13% | 55 |
|
|
2024
Q2 | $259K | Hold |
4,883
| – | – | 0.14% | 54 |
|
|
2024
Q1 | $283K | Buy |
4,883
+150
| +3% | +$8.69K | 0.16% | 50 |
|
|
2023
Q4 | $260K | Hold |
4,733
| – | – | 0.16% | 46 |
|
|
2023
Q3 | $244K | Hold |
4,733
| – | – | 0.17% | 43 |
|
|
2023
Q2 | $252K | Hold |
4,733
| – | – | 0.17% | 40 |
|
|
2023
Q1 | $259K | Hold |
4,733
| – | – | 0.21% | 34 |
|
|
2022
Q4 | $238K | Buy |
+4,733
| New | +$238K | 0.22% | 41 |
|