FinTrust Capital 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
Q3 | $217K | Buy |
3,966
+1,181
| +42% | +$64.5K | 0.04% | 296 |
|
|
2024
Q2 | $148K | Buy |
2,785
+141
| +5% | +$7.48K | 0.03% | 338 |
|
|
2024
Q1 | $153K | Buy |
2,644
+295
| +13% | +$17.1K | 0.03% | 326 |
|
|
2023
Q4 | $129K | Buy |
2,349
+5
| +0.2% | +$274 | 0.03% | 326 |
|
|
2023
Q3 | $121K | Sell |
2,344
-187
| -7% | -$9.64K | 0.03% | 312 |
|
|
2023
Q2 | $128K | Hold |
2,531
| – | – | 0.03% | 321 |
|
|
2023
Q1 | $128K | Hold |
2,531
| – | – | 0.03% | 319 |
|
|
2022
Q4 | $128K | Buy |
2,531
+105
| +4% | +$5.29K | 0.03% | 318 |
|
|
2022
Q3 | $113K | Buy |
2,426
+5
| +0.2% | +$233 | 0.03% | 346 |
|
|
2022
Q2 | $123K | Buy |
2,421
+58
| +2% | +$2.95K | 0.03% | 347 |
|
|
2022
Q1 | $151K | Buy |
2,363
+63
| +3% | +$4.03K | 0.03% | 329 |
|
|
2021
Q4 | $130K | Buy |
2,300
+5
| +0.2% | +$283 | 0.03% | 370 |
|
|
2021
Q3 | $132K | Buy |
2,295
+55
| +2% | +$3.16K | 0.03% | 349 |
|
|
2021
Q2 | $142K | Buy |
2,240
+4
| +0.2% | +$254 | 0.04% | 337 |
|
|
2021
Q1 | $143K | Buy |
2,236
+161
| +8% | +$10.3K | 0.04% | 332 |
|
|
2020
Q4 | $115K | Sell |
2,075
-68
| -3% | -$3.77K | 0.04% | 354 |
|
|
2020
Q3 | $101 | Sell |
2,143
-401
| -16% | -$19 | 0.02% | 357 |
|
|
2020
Q2 | $104K | Buy |
2,544
+142
| +6% | +$5.81K | 0.04% | 318 |
|
|
2020
Q1 | $70K | Buy |
2,402
+150
| +7% | +$4.37K | 0.03% | 356 |
|
|
2019
Q4 | $123K | Buy |
2,252
+112
| +5% | +$6.12K | 0.05% | 292 |
|
|
2019
Q3 | $102K | Sell |
2,140
-213
| -9% | -$10.2K | 0.03% | 310 |
|
|
2019
Q2 | $116K | Buy |
+2,353
| New | +$116K | 0.05% | 269 |
|