Financial Advocates 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,074
| Closed | -$256K | – | 750 |
|
|
2022
Q4 | $256K | Sell |
5,074
-2,372
| -32% | -$120K | 0.02% | 597 |
|
|
2022
Q3 | $255K | Buy |
7,446
+1
| +0% | +$34 | 0.02% | 588 |
|
|
2022
Q2 | $384K | Buy |
7,445
+487
| +7% | +$25.1K | 0.03% | 450 |
|
|
2022
Q1 | $444K | Buy |
6,958
+1,018
| +17% | +$65K | 0.03% | 472 |
|
|
2021
Q4 | $337K | Sell |
5,940
-142
| -2% | -$8.06K | 0.02% | 597 |
|
|
2021
Q3 | $350K | Buy |
6,082
+1,441
| +31% | +$82.9K | 0.02% | 568 |
|
|
2021
Q2 | $296K | Sell |
4,641
-160
| -3% | -$10.2K | 0.02% | 606 |
|
|
2021
Q1 | $310K | Buy |
4,801
+889
| +23% | +$57.4K | 0.02% | 581 |
|
|
2020
Q4 | $217K | Buy |
+3,912
| New | +$217K | 0.01% | 654 |
|
|
2019
Q4 | – | Sell |
-31,301
| Closed | -$882K | – | 513 |
|
|
2019
Q3 | $882K | Buy |
+31,301
| New | +$882K | 0.1% | 208 |
|