Golden State Equity Partners’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 |
-794
| Closed | -$43.4K | – | 562 |
|
2024
Q3 | $43.4K | Buy |
+794
| New | +$43.4K | 0.02% | 400 |
|
2023
Q4 | – | Sell |
-8,296
| Closed | -$428K | – | 367 |
|
2023
Q3 | $428K | Sell |
8,296
-159
| -2% | -$8.2K | 0.12% | 187 |
|
2023
Q2 | $450K | Buy |
8,455
+722
| +9% | +$38.5K | 0.13% | 197 |
|
2023
Q1 | $424K | Buy |
+7,733
| New | +$424K | 0.23% | 110 |
|
2022
Q1 | $353K | Buy |
+5,535
| New | +$353K | 0.18% | 135 |
|