Focused Wealth Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-244
| Closed | -$13.4K | – | 352 |
|
|
2023
Q4 | $13.4K | Buy |
244
+1
| +0.4% | +$55 | ﹤0.01% | 492 |
|
|
2023
Q3 | $12.5K | Hold |
243
| – | – | ﹤0.01% | 480 |
|
|
2023
Q2 | $12.9K | Sell |
243
-49
| -17% | -$2.6K | ﹤0.01% | 486 |
|
|
2023
Q1 | $16K | Buy |
292
+50
| +21% | +$2.74K | ﹤0.01% | 467 |
|
|
2022
Q4 | $12.2K | Buy |
242
+1
| +0.4% | +$50 | ﹤0.01% | 485 |
|
|
2022
Q3 | $11K | Hold |
241
| – | – | ﹤0.01% | 467 |
|
|
2022
Q2 | $12K | Sell |
241
-135
| -36% | -$6.72K | ﹤0.01% | 465 |
|
|
2022
Q1 | $24K | Buy |
376
+5
| +1% | +$319 | ﹤0.01% | 403 |
|
|
2021
Q4 | $21K | Buy |
371
+26
| +8% | +$1.47K | ﹤0.01% | 473 |
|
|
2021
Q3 | $20K | Sell |
345
-100
| -22% | -$5.8K | ﹤0.01% | 489 |
|
|
2021
Q2 | $28K | Hold |
445
| – | – | ﹤0.01% | 449 |
|
|
2021
Q1 | $28K | Hold |
445
| – | – | 0.01% | 439 |
|
|
2020
Q4 | $25K | Buy |
445
+1
| +0.2% | +$56 | ﹤0.01% | 420 |
|
|
2020
Q3 | $21K | Sell |
444
-23
| -5% | -$1.09K | ﹤0.01% | 400 |
|
|
2020
Q2 | $19K | Buy |
467
+30
| +7% | +$1.22K | ﹤0.01% | 402 |
|
|
2020
Q1 | $13K | Buy |
437
+167
| +62% | +$4.97K | ﹤0.01% | 414 |
|
|
2019
Q4 | $15K | Buy |
270
+24
| +10% | +$1.33K | ﹤0.01% | 437 |
|
|
2019
Q3 | $12K | Sell |
246
-325
| -57% | -$15.9K | ﹤0.01% | 452 |
|
|
2019
Q2 | $28K | Buy |
+571
| New | +$28K | 0.01% | 372 |
|