FOCUS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-34,752
| Closed | -$1.9M | – | 59 |
|
|
2024
Q3 | $1.9M | Sell |
34,752
-112
| -0.3% | -$6.12K | 0.95% | 27 |
|
|
2024
Q2 | $1.85M | Buy |
34,864
+1,926
| +6% | +$102K | 0.95% | 29 |
|
|
2024
Q1 | $1.91M | Buy |
32,938
+4,997
| +18% | +$289K | 1.02% | 27 |
|
|
2023
Q4 | $1.53M | Buy |
27,941
+2,945
| +12% | +$162K | 0.97% | 30 |
|
|
2023
Q3 | $1.29M | Sell |
24,996
-28
| -0.1% | -$1.44K | 0.89% | 33 |
|
|
2023
Q2 | $1.33M | Sell |
25,024
-1,776
| -7% | -$94.6K | 0.9% | 32 |
|
|
2023
Q1 | $1.47M | Buy |
26,800
+936
| +4% | +$51.3K | 0.96% | 31 |
|
|
2022
Q4 | $1.3M | Sell |
25,864
-98
| -0.4% | -$4.94K | 0.9% | 32 |
|
|
2022
Q3 | $1.14M | Sell |
25,962
-66
| -0.3% | -$2.9K | 0.81% | 33 |
|
|
2022
Q2 | $1.34M | Buy |
26,028
+106
| +0.4% | +$5.47K | 0.92% | 29 |
|
|
2022
Q1 | $1.65M | Buy |
25,922
+696
| +3% | +$44.4K | 0.98% | 25 |
|
|
2021
Q4 | $1.43M | Buy |
25,226
+1,551
| +7% | +$88K | 0.86% | 27 |
|
|
2021
Q3 | $1.36M | Buy |
23,675
+1,774
| +8% | +$102K | 0.92% | 27 |
|
|
2021
Q2 | $1.39M | Buy |
21,901
+734
| +3% | +$46.5K | 0.97% | 27 |
|
|
2021
Q1 | $1.37M | Sell |
21,167
-154
| -0.7% | -$9.95K | 1.01% | 25 |
|
|
2020
Q4 | $1.18M | Buy |
+21,321
| New | +$1.18M | 0.91% | 27 |
|