Guardian Investment Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,000
| Closed | -$516K | – | 55 |
|
|
2022
Q2 | $516K | Sell |
10,000
-911
| -8% | -$47K | 0.45% | 48 |
|
|
2022
Q1 | $695K | Sell |
10,911
-250
| -2% | -$15.9K | 0.54% | 49 |
|
|
2021
Q4 | $633K | Hold |
11,161
| – | – | 0.44% | 45 |
|
|
2021
Q3 | $542K | Sell |
11,161
-8,087
| -42% | -$393K | 0.4% | 51 |
|
|
2021
Q2 | $1.22M | Hold |
19,248
| – | – | 0.83% | 38 |
|
|
2021
Q1 | $1.23M | Buy |
19,248
+1,859
| +11% | +$119K | 0.87% | 37 |
|
|
2020
Q4 | $965K | Buy |
+17,389
| New | +$965K | 0.73% | 40 |
|