Gradient Investments’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,300
| Closed | -$69K | – | 563 |
|
|
2024
Q2 | $69K | Buy |
1,300
+78
| +6% | +$4.46K | ﹤0.01% | 449 |
|
|
2024
Q1 | $70.8K | Sell |
1,222
-7,730
| -86% | -$427K | ﹤0.01% | 391 |
|
|
2023
Q4 | $491K | Sell |
8,952
-216
| -2% | -$11K | 0.01% | 259 |
|
|
2023
Q3 | $473K | Sell |
9,168
-656
| -7% | -$35.2K | 0.01% | 232 |
|
|
2023
Q2 | $523K | Buy |
9,824
+387
| +4% | +$20.6K | 0.01% | 220 |
|
|
2023
Q1 | $517K | Buy |
9,437
+258
| +3% | +$14.5K | 0.01% | 219 |
|
|
2022
Q4 | $463K | Sell |
9,179
-898
| -9% | -$43.9K | 0.01% | 235 |
|
|
2022
Q3 | $443K | Sell |
10,077
-200
| -2% | -$10.1K | 0.01% | 218 |
|
|
2022
Q2 | $530K | Sell |
10,277
-674
| -6% | -$43.2K | 0.02% | 210 |
|
|
2022
Q1 | $698K | Buy |
10,951
+526
| +5% | +$31.7K | 0.02% | 191 |
|
|
2021
Q4 | $591K | Buy |
10,425
+1,094
| +12% | +$62.4K | 0.02% | 193 |
|
|
2021
Q3 | $537K | Sell |
9,331
-173
| -2% | -$10.6K | 0.02% | 208 |
|
|
2021
Q2 | $601K | Sell |
9,504
-20
| -0.2% | -$1.32K | 0.02% | 199 |
|
|
2021
Q1 | $609K | Buy |
9,524
+1,095
| +13% | +$65.5K | 0.02% | 193 |
|
|
2020
Q4 | $397K | Sell |
8,429
-24
| -0.3% | -$1.24K | 0.02% | 216 |
|
|
2020
Q3 | $398K | Sell |
8,453
-240,026
| -97% | -$10.8M | 0.02% | 216 |
|
|
2020
Q2 | $10.1M | Buy |
248,479
+3,518
| +1% | +$129K | 0.46% | 62 |
|
|
2020
Q1 | $7.16M | Buy |
244,961
+46,914
| +24% | +$1.99M | 0.39% | 70 |
|
|
2019
Q4 | $10.8M | Sell |
198,047
-15,806
| -7% | -$817K | 0.48% | 56 |
|
|
2019
Q3 | $10.2M | Buy |
213,853
+20,568
| +11% | +$963K | 0.5% | 46 |
|
|
2019
Q2 | $9.53M | Buy |
+193,285
| New | +$10.2M | 0.49% | 50 |
|
Other funds holding DOW
