Horizon Wealth Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,088
| Closed | -$224K | – | 90 |
|
|
2023
Q4 | $224K | Sell |
4,088
-29
| -0.7% | -$1.59K | 0.06% | 71 |
|
|
2023
Q3 | $212K | Buy |
4,117
+94
| +2% | +$4.85K | 0.09% | 71 |
|
|
2023
Q2 | $214K | Buy |
4,023
+28
| +0.7% | +$1.49K | 0.08% | 72 |
|
|
2023
Q1 | $219K | Buy |
+3,995
| New | +$219K | 0.16% | 69 |
|