First Personal Financial Services’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 | $113K | Hold |
2,066
| – | – | 0.02% | 153 |
|
|
2024
Q2 | $110K | Sell |
2,066
-328
| -14% | -$17.4K | 0.02% | 151 |
|
|
2024
Q1 | $139K | Sell |
2,394
-48
| -2% | -$2.78K | 0.03% | 137 |
|
|
2023
Q4 | $134K | Sell |
2,442
-168
| -6% | -$9.21K | 0.03% | 139 |
|
|
2023
Q3 | $135K | Buy |
2,610
+1,408
| +117% | +$72.6K | 0.04% | 132 |
|
|
2023
Q2 | $64K | Buy |
1,202
+166
| +16% | +$8.84K | 0.02% | 191 |
|
|
2023
Q1 | $56.8K | Sell |
1,036
-216
| -17% | -$11.8K | 0.01% | 195 |
|
|
2022
Q4 | $63.1K | Sell |
1,252
-9
| -0.7% | -$454 | 0.02% | 189 |
|
|
2022
Q3 | $55K | Buy |
1,261
+471
| +60% | +$20.5K | 0.02% | 190 |
|
|
2022
Q2 | $41K | Hold |
790
| – | – | 0.01% | 193 |
|
|
2022
Q1 | $50K | Sell |
790
-8
| -1% | -$506 | 0.01% | 188 |
|
|
2021
Q4 | $45K | Buy |
798
+498
| +166% | +$28.1K | 0.01% | 204 |
|
|
2021
Q3 | $17K | Hold |
300
| – | – | ﹤0.01% | 256 |
|
|
2021
Q2 | $19K | Hold |
300
| – | – | ﹤0.01% | 254 |
|
|
2021
Q1 | $19K | Hold |
300
| – | – | 0.01% | 242 |
|
|
2020
Q4 | $17K | Hold |
300
| – | – | ﹤0.01% | 251 |
|
|
2020
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 248 |
|
|
2020
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 254 |
|
|
2020
Q1 | $9K | Sell |
300
-37
| -11% | -$1.11K | ﹤0.01% | 247 |
|
|
2019
Q4 | $18K | Sell |
337
-1
| -0.3% | -$53 | 0.01% | 252 |
|
|
2019
Q3 | $16K | Buy |
338
+5
| +2% | +$237 | 0.01% | 337 |
|
|
2019
Q2 | $16K | Buy |
+333
| New | +$16K | ﹤0.01% | 430 |
|