Fortitude Advisory Group’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 |
-5,589
| Closed | -$306K | – | 223 |
|
2023
Q4 | $306K | Sell |
5,589
-451
| -7% | -$24.7K | 0.19% | 126 |
|
2023
Q3 | $311K | Buy |
6,040
+115
| +2% | +$5.93K | 0.21% | 107 |
|
2023
Q2 | $316K | Sell |
5,925
-23
| -0.4% | -$1.23K | 0.23% | 108 |
|
2023
Q1 | $326K | Buy |
5,948
+3
| +0.1% | +$164 | 0.25% | 107 |
|
2022
Q4 | $300K | Buy |
5,945
+513
| +9% | +$25.8K | 0.25% | 113 |
|
2022
Q3 | $239K | Sell |
5,432
-407
| -7% | -$17.9K | 0.23% | 126 |
|
2022
Q2 | $301K | Buy |
5,839
+1,637
| +39% | +$84.4K | 0.28% | 95 |
|
2022
Q1 | $268K | Buy |
4,202
+1,365
| +48% | +$87.1K | 0.14% | 144 |
|
2021
Q4 | $161K | Buy |
+2,837
| New | +$161K | 0.08% | 235 |
|