Evolution Wealth Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-81
| Closed | -$5K | – | 286 |
|
2021
Q3 | $5K | Hold |
81
| – | – | ﹤0.01% | 503 |
|
2021
Q2 | $5K | Hold |
81
| – | – | ﹤0.01% | 506 |
|
2021
Q1 | $5K | Hold |
81
| – | – | ﹤0.01% | 520 |
|
2020
Q4 | $4K | Hold |
81
| – | – | ﹤0.01% | 473 |
|
2020
Q3 | $4K | Hold |
81
| – | – | ﹤0.01% | 457 |
|
2020
Q2 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 429 |
|
2020
Q1 | – | Sell |
-96
| Closed | -$5K | – | 397 |
|
2019
Q4 | $5K | Buy |
+96
| New | +$5K | ﹤0.01% | 394 |
|
2019
Q3 | – | Sell |
-128
| Closed | -$6K | – | 507 |
|
2019
Q2 | $6K | Buy |
+128
| New | +$6K | ﹤0.01% | 235 |
|