Evoke Wealth’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 |
-3,734
| Closed | -$204K | – | 442 |
|
|
2024
Q3 | $204K | Buy |
+3,734
| New | +$204K | 0.01% | 394 |
|
|
2022
Q4 | – | Sell |
-1,664
| Closed | -$73K | – | 580 |
|
|
2022
Q3 | $73K | Sell |
1,664
-39
| -2% | -$1.71K | ﹤0.01% | 464 |
|
|
2022
Q2 | $88K | Sell |
1,703
-149
| -8% | -$7.7K | ﹤0.01% | 431 |
|
|
2022
Q1 | $118K | Buy |
1,852
+40
| +2% | +$2.55K | ﹤0.01% | 411 |
|
|
2021
Q4 | $103K | Buy |
1,812
+9
| +0.5% | +$512 | ﹤0.01% | 442 |
|
|
2021
Q3 | $103K | Buy |
1,803
+57
| +3% | +$3.26K | ﹤0.01% | 421 |
|
|
2021
Q2 | $110K | Sell |
1,746
-30
| -2% | -$1.89K | ﹤0.01% | 425 |
|
|
2021
Q1 | $114K | Buy |
1,776
+624
| +54% | +$40.1K | 0.01% | 363 |
|
|
2020
Q4 | $64K | Buy |
1,152
+75
| +7% | +$4.17K | ﹤0.01% | 349 |
|
|
2020
Q3 | $51K | Buy |
1,077
+101
| +10% | +$4.78K | ﹤0.01% | 356 |
|
|
2020
Q2 | $40K | Sell |
976
-2,947
| -75% | -$121K | ﹤0.01% | 373 |
|
|
2020
Q1 | $115K | Buy |
3,923
+1,975
| +101% | +$57.8K | 0.02% | 245 |
|
|
2019
Q4 | $107K | Sell |
1,948
-15
| -0.8% | -$821 | 0.01% | 315 |
|
|
2019
Q3 | $93.6K | Buy |
+1,963
| New | +$93.6K | 0.01% | 381 |
|