Global Wealth Management Investment Advisory’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-90,630
| Closed | -$4.95M | – | 144 |
|
|
2024
Q3 | $4.95M | Buy |
90,630
+20,532
| +29% | +$1.12M | 1.07% | 27 |
|
|
2024
Q2 | $3.72M | Buy |
70,098
+2,625
| +4% | +$139K | 0.87% | 41 |
|
|
2024
Q1 | $3.91M | Buy |
67,473
+245
| +0.4% | +$14.2K | 0.96% | 36 |
|
|
2023
Q4 | $3.69M | Sell |
67,228
-692
| -1% | -$37.9K | 0.95% | 32 |
|
|
2023
Q3 | $3.5M | Sell |
67,920
-281
| -0.4% | -$14.5K | 0.98% | 30 |
|
|
2023
Q2 | $3.63M | Buy |
68,201
+483
| +0.7% | +$25.7K | 1% | 31 |
|
|
2023
Q1 | $3.71M | Sell |
67,718
-928
| -1% | -$50.9K | 1.12% | 25 |
|
|
2022
Q4 | $3.46M | Buy |
68,646
+1,005
| +1% | +$50.6K | 1.13% | 29 |
|
|
2022
Q3 | $2.97M | Buy |
67,641
+3,411
| +5% | +$150K | 1.06% | 33 |
|
|
2022
Q2 | $3.32M | Buy |
64,230
+454
| +0.7% | +$23.4K | 1.12% | 30 |
|
|
2022
Q1 | $4.06M | Buy |
63,776
+2,941
| +5% | +$187K | 1.21% | 23 |
|
|
2021
Q4 | $3.45M | Buy |
60,835
+3,538
| +6% | +$201K | 1.04% | 32 |
|
|
2021
Q3 | $3.3M | Buy |
57,297
+15,940
| +39% | +$918K | 1.04% | 31 |
|
|
2021
Q2 | $2.62M | Buy |
41,357
+964
| +2% | +$61K | 0.87% | 40 |
|
|
2021
Q1 | $2.58M | Buy |
40,393
+8,654
| +27% | +$553K | 0.93% | 35 |
|
|
2020
Q4 | $1.76M | Sell |
31,739
-329
| -1% | -$18.3K | 0.68% | 54 |
|
|
2020
Q3 | $1.51M | Sell |
32,068
-2,308
| -7% | -$109K | 0.65% | 54 |
|
|
2020
Q2 | $1.4M | Buy |
34,376
+860
| +3% | +$35K | 0.6% | 61 |
|
|
2020
Q1 | $980K | Buy |
33,516
+32,767
| +4,375% | +$958K | 0.49% | 64 |
|
|
2019
Q4 | $41K | Buy |
749
+283
| +61% | +$15.5K | 0.02% | 198 |
|
|
2019
Q3 | $22K | Hold |
466
| – | – | 0.01% | 238 |
|
|
2019
Q2 | $23K | Buy |
+466
| New | +$23K | 0.01% | 249 |
|