Gladstone Institutional Advisory’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,755
| Closed | -$201K | – | 762 |
|
|
2025
Q1 | $201K | Sell |
5,755
-1,109
| -16% | -$38.7K | 0.01% | 688 |
|
|
2024
Q4 | $275K | Sell |
6,864
-263
| -4% | -$10.6K | 0.01% | 615 |
|
|
2024
Q3 | $389K | Buy |
7,127
+226
| +3% | +$12.3K | 0.02% | 513 |
|
|
2024
Q2 | $366K | Buy |
6,901
+212
| +3% | +$11.2K | 0.02% | 495 |
|
|
2024
Q1 | $387K | Sell |
6,689
-2,000
| -23% | -$116K | 0.02% | 475 |
|
|
2023
Q4 | $477K | Buy |
8,689
+2,650
| +44% | +$145K | 0.03% | 427 |
|
|
2023
Q3 | $311K | Sell |
6,039
-44
| -0.7% | -$2.27K | 0.02% | 480 |
|
|
2023
Q2 | $324K | Sell |
6,083
-15,305
| -72% | -$815K | 0.02% | 509 |
|
|
2023
Q1 | $1.17M | Buy |
21,388
+15,380
| +256% | +$843K | 0.08% | 255 |
|
|
2022
Q4 | $303K | Buy |
6,008
+664
| +12% | +$33.5K | 0.02% | 495 |
|
|
2022
Q3 | $235K | Sell |
5,344
-15,453
| -74% | -$680K | 0.02% | 548 |
|
|
2022
Q2 | $1.07M | Buy |
20,797
+4,137
| +25% | +$213K | 0.08% | 256 |
|
|
2022
Q1 | $1.06M | Buy |
16,660
+2,482
| +18% | +$158K | 0.07% | 283 |
|
|
2021
Q4 | $804K | Buy |
14,178
+1,455
| +11% | +$82.5K | 0.06% | 299 |
|
|
2021
Q3 | $732K | Sell |
12,723
-6,933
| -35% | -$399K | 0.07% | 260 |
|
|
2021
Q2 | $1.24M | Buy |
19,656
+15,781
| +407% | +$999K | 0.15% | 163 |
|
|
2021
Q1 | $248K | Sell |
3,875
-8,561
| -69% | -$548K | 0.04% | 354 |
|
|
2020
Q4 | $690K | Sell |
12,436
-2,341
| -16% | -$130K | 0.14% | 132 |
|
|
2020
Q3 | $695K | Buy |
+14,777
| New | +$695K | 0.17% | 120 |
|
|
2020
Q2 | – | Sell |
-8,843
| Closed | -$258K | – | 258 |
|
|
2020
Q1 | $258K | Buy |
+8,843
| New | +$258K | 0.07% | 214 |
|