ICA Group 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
Q2 | $176K | Sell |
3,326
-4,462
| -57% | -$237K | 0.11% | 107 |
|
2024
Q1 | $451K | Buy |
7,788
+34
| +0.4% | +$1.97K | 0.09% | 173 |
|
2023
Q4 | $425K | Buy |
7,754
+102
| +1% | +$5.59K | 0.09% | 165 |
|
2023
Q3 | $394K | Hold |
7,652
| – | – | 0.11% | 155 |
|
2023
Q2 | $408K | Sell |
7,652
-795
| -9% | -$42.3K | 0.1% | 149 |
|
2023
Q1 | $463K | Hold |
8,447
| – | – | 0.11% | 156 |
|
2022
Q4 | $427K | Sell |
8,447
-3,974
| -32% | -$201K | 0.1% | 175 |
|
2022
Q3 | $546K | Buy |
12,421
+991
| +9% | +$43.6K | 0.12% | 175 |
|
2022
Q2 | $634K | Sell |
11,430
-186
| -2% | -$10.3K | 0.12% | 165 |
|
2022
Q1 | $779K | Buy |
+11,616
| New | +$779K | 0.15% | 143 |
|