Formidable Asset Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,547
| Closed | -$241K | – | 378 |
|
|
2024
Q2 | $241K | Sell |
4,547
-233
| -5% | -$13.3K | 0.04% | 337 |
|
|
2024
Q1 | $277K | Buy |
4,780
+419
| +10% | +$23.2K | 0.05% | 292 |
|
|
2023
Q4 | $239K | Sell |
4,361
-1,032
| -19% | -$52.7K | 0.05% | 238 |
|
|
2023
Q3 | $278K | Sell |
5,393
-163
| -3% | -$8.75K | 0.06% | 225 |
|
|
2023
Q2 | $296K | Sell |
5,556
-123
| -2% | -$6.54K | 0.06% | 218 |
|
|
2023
Q1 | $313K | Sell |
5,679
-285
| -5% | -$16K | 0.07% | 221 |
|
|
2022
Q4 | $301K | Buy |
5,964
+73
| +1% | +$3.57K | 0.07% | 228 |
|
|
2022
Q3 | $282K | Sell |
5,891
-764
| -11% | -$38.7K | 0.07% | 223 |
|
|
2022
Q2 | $345K | Buy |
6,655
+479
| +8% | +$30.7K | 0.08% | 211 |
|
|
2022
Q1 | $394K | Buy |
6,176
+606
| +11% | +$36.6K | 0.08% | 213 |
|
|
2021
Q4 | $323K | Buy |
5,570
+101
| +2% | +$5.76K | 0.06% | 244 |
|
|
2021
Q3 | $315K | Buy |
5,469
+786
| +17% | +$48.1K | 0.06% | 262 |
|
|
2021
Q2 | $285K | Sell |
4,683
-632
| -12% | -$41.7K | 0.06% | 242 |
|
|
2021
Q1 | $343K | Sell |
5,315
-101
| -2% | -$6.04K | 0.07% | 201 |
|
|
2020
Q4 | $294K | Sell |
5,416
-108
| -2% | -$5.58K | 0.07% | 215 |
|
|
2020
Q3 | $261K | Buy |
5,524
+2
| +0% | +$90 | 0.08% | 196 |
|
|
2020
Q2 | $236K | Buy |
+5,522
| New | +$202K | 0.07% | 209 |
|
|
2020
Q1 | – | Sell |
-6,154
| Closed | -$326K | – | 232 |
|
|
2019
Q4 | $326K | Buy |
+6,154
| New | +$318K | 0.1% | 150 |
|
|
2019
Q3 | – | Sell |
-7,589
| Closed | -$369K | – | 149 |
|
|
2019
Q2 | $369K | Buy |
+7,589
| New | +$401K | 0.13% | 142 |
|
Other funds holding DOW
