Greystone Financial Group’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 |
-222,554
| Closed | -$12.2M | – | 98 |
|
|
2024
Q3 | $12.2M | Buy |
222,554
+37,594
| +20% | +$2.05M | 2.17% | 16 |
|
|
2024
Q2 | $9.81M | Sell |
184,960
-2,254
| -1% | -$120K | 1.92% | 18 |
|
|
2024
Q1 | $10.8M | Buy |
187,214
+17,513
| +10% | +$1.01M | 2.16% | 12 |
|
|
2023
Q4 | $9.31M | Buy |
169,701
+8,062
| +5% | +$442K | 2.15% | 14 |
|
|
2023
Q3 | $8.33M | Buy |
161,639
+20,205
| +14% | +$1.04M | 2.08% | 17 |
|
|
2023
Q2 | $7.53M | Sell |
141,434
-1,742
| -1% | -$92.8K | 1.75% | 22 |
|
|
2023
Q1 | $7.85M | Sell |
143,176
-9
| -0% | -$493 | 1.98% | 19 |
|
|
2022
Q4 | $7.22M | Buy |
143,185
+1,095
| +0.8% | +$55.2K | 2.12% | 30 |
|
|
2022
Q3 | $6.24M | Buy |
+142,090
| New | +$6.24M | 2.12% | 31 |
|