Global Retirement Partners’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 | $310K | Buy |
+11,713
| New | +$310K | 0.01% | 902 |
|
|
2024
Q4 | $411K | Sell |
10,234
-791
| -7% | -$31.7K | 0.01% | 699 |
|
|
2024
Q3 | $602K | Sell |
11,025
-4,635
| -30% | -$253K | 0.02% | 583 |
|
|
2024
Q2 | $831K | Sell |
15,660
-7
| -0% | -$371 | 0.03% | 467 |
|
|
2024
Q1 | $908K | Sell |
15,667
-211
| -1% | -$12.2K | 0.03% | 382 |
|
|
2023
Q4 | $843K | Buy |
15,878
+8,903
| +128% | +$473K | 0.04% | 377 |
|
|
2023
Q3 | $356K | Sell |
6,975
-665
| -9% | -$34K | 0.02% | 515 |
|
|
2023
Q2 | $407K | Buy |
7,640
+30
| +0.4% | +$1.6K | 0.02% | 502 |
|
|
2023
Q1 | $403K | Buy |
7,610
+1,009
| +15% | +$53.5K | 0.02% | 473 |
|
|
2022
Q4 | $333K | Buy |
6,601
+137
| +2% | +$6.9K | 0.02% | 453 |
|
|
2022
Q3 | $302K | Buy |
6,464
+42
| +0.7% | +$1.96K | 0.02% | 468 |
|
|
2022
Q2 | $331K | Sell |
6,422
-99
| -2% | -$5.1K | 0.03% | 436 |
|
|
2022
Q1 | $437K | Buy |
+6,521
| New | +$437K | 0.03% | 383 |
|
|
2021
Q4 | – | Sell |
-2,575
| Closed | -$148K | – | 600 |
|
|
2021
Q3 | $148K | Buy |
2,575
+840
| +48% | +$48.3K | 0.01% | 543 |
|
|
2021
Q2 | $110K | Buy |
1,735
+414
| +31% | +$26.2K | 0.01% | 608 |
|
|
2021
Q1 | $84K | Buy |
1,321
+509
| +63% | +$32.4K | 0.01% | 613 |
|
|
2020
Q4 | $45K | Buy |
812
+218
| +37% | +$12.1K | 0.01% | 755 |
|
|
2020
Q3 | $28K | Sell |
594
-97
| -14% | -$4.57K | ﹤0.01% | 813 |
|
|
2020
Q2 | $28K | Buy |
691
+153
| +28% | +$6.2K | ﹤0.01% | 789 |
|
|
2020
Q1 | $16K | Sell |
538
-125
| -19% | -$3.72K | ﹤0.01% | 861 |
|
|
2019
Q4 | $36K | Sell |
663
-1,107
| -63% | -$60.1K | 0.01% | 734 |
|
|
2019
Q3 | $84K | Sell |
1,770
-38
| -2% | -$1.8K | 0.01% | 505 |
|
|
2019
Q2 | $89K | Buy |
+1,808
| New | +$89K | 0.02% | 480 |
|