IHT Wealth Management’s Dow Inc DOW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,476
Closed -$736K 1106
2024
Q3
$736K Buy
13,476
+97
+0.7% +$5.3K 0.02% 591
2024
Q2
$710K Buy
13,379
+992
+8% +$52.6K 0.03% 529
2024
Q1
$718K Sell
12,387
-1,678
-12% -$97.2K 0.03% 523
2023
Q4
$771K Sell
14,065
-19,680
-58% -$1.08M 0.03% 463
2023
Q3
$1.74M Sell
33,745
-12,114
-26% -$625K 0.09% 215
2023
Q2
$2.44M Sell
45,859
-519
-1% -$27.6K 0.13% 157
2023
Q1
$2.54M Sell
46,378
-504
-1% -$27.6K 0.15% 137
2022
Q4
$2.36M Buy
46,882
+10,073
+27% +$508K 0.15% 150
2022
Q3
$1.62M Buy
36,809
+32,174
+694% +$1.41M 0.12% 193
2022
Q2
$239K Buy
4,635
+223
+5% +$11.5K 0.02% 602
2022
Q1
$281K Sell
4,412
-49
-1% -$3.12K 0.02% 588
2021
Q4
$253K Buy
4,461
+105
+2% +$5.96K 0.02% 668
2021
Q3
$251K Sell
4,356
-5,796
-57% -$334K 0.02% 656
2021
Q2
$642K Buy
10,152
+5,242
+107% +$331K 0.04% 442
2021
Q1
$314K Buy
+4,910
New +$314K 0.02% 619