Heritage Wealth Management (Arizona)’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $78.5K | Buy |
1,558
+811
| +109% | +$40.9K | 0.01% | 443 |
|
|
2022
Q3 | $33K | Buy |
747
+19
| +3% | +$839 | 0.01% | 458 |
|
|
2022
Q2 | $37.6K | Hold |
728
| – | – | 0.01% | 462 |
|
|
2022
Q1 | $46K | Buy |
+728
| New | +$46K | 0.01% | 485 |
|
|
2021
Q3 | $42K | Hold |
728
| – | – | 0.01% | 473 |
|
|
2021
Q2 | $46K | Sell |
728
-202
| -22% | -$12.8K | 0.02% | 461 |
|
|
2021
Q1 | $59K | Buy |
+930
| New | +$59K | 0.03% | 350 |
|