Essex Investment Management’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 | $54.1K | Hold |
2,043
| – | – | 0.01% | 240 |
|
|
2025
Q1 | $71.3K | Hold |
2,043
| – | – | 0.01% | 229 |
|
|
2024
Q4 | $82K | Hold |
2,043
| – | – | 0.01% | 230 |
|
|
2024
Q3 | $112K | Hold |
2,043
| – | – | 0.02% | 225 |
|
|
2024
Q2 | $108K | Sell |
2,043
-57
| -3% | -$3.02K | 0.02% | 221 |
|
|
2024
Q1 | $122K | Sell |
2,100
-10
| -0.5% | -$579 | 0.02% | 219 |
|
|
2023
Q4 | $116K | Sell |
2,110
-221
| -9% | -$12.1K | 0.02% | 237 |
|
|
2023
Q3 | $120K | Sell |
2,331
-31
| -1% | -$1.6K | 0.02% | 288 |
|
|
2023
Q2 | $126K | Sell |
2,362
-19
| -0.8% | -$1.01K | 0.02% | 296 |
|
|
2023
Q1 | $131K | Hold |
2,381
| – | – | 0.02% | 293 |
|
|
2022
Q4 | $120K | Sell |
2,381
-2,020
| -46% | -$102K | 0.02% | 292 |
|
|
2022
Q3 | $193K | Sell |
4,401
-21
| -0.5% | -$921 | 0.03% | 276 |
|
|
2022
Q2 | $228K | Sell |
4,422
-73
| -2% | -$3.76K | 0.04% | 278 |
|
|
2022
Q1 | $286K | Hold |
4,495
| – | – | 0.04% | 287 |
|
|
2021
Q4 | $255K | Sell |
4,495
-73
| -2% | -$4.14K | 0.03% | 300 |
|
|
2021
Q3 | $263K | Buy |
4,568
+259
| +6% | +$14.9K | 0.03% | 305 |
|
|
2021
Q2 | $273K | Hold |
4,309
| – | – | 0.03% | 314 |
|
|
2021
Q1 | $276K | Buy |
4,309
+1,954
| +83% | +$125K | 0.03% | 325 |
|
|
2020
Q4 | $131K | Buy |
2,355
+706
| +43% | +$39.3K | 0.02% | 363 |
|
|
2020
Q3 | $78K | Buy |
1,649
+748
| +83% | +$35.4K | 0.01% | 375 |
|
|
2020
Q2 | $37K | Sell |
901
-19
| -2% | -$780 | 0.01% | 356 |
|
|
2020
Q1 | $27K | Hold |
920
| – | – | 0.01% | 347 |
|
|
2019
Q4 | $50K | Hold |
920
| – | – | 0.01% | 408 |
|
|
2019
Q3 | $44K | Sell |
920
-235
| -20% | -$11.2K | 0.01% | 401 |
|
|
2019
Q2 | $57K | Buy |
+1,155
| New | +$57K | 0.01% | 398 |
|