Impact Partnership Wealth’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-11,767
| Closed | -$624K | – | 252 |
|
2024
Q2 | $624K | Buy |
11,767
+1,216
| +12% | +$64.5K | 0.16% | 82 |
|
2024
Q1 | $611K | Sell |
10,551
-2,287
| -18% | -$132K | 0.24% | 56 |
|
2023
Q4 | $704K | Buy |
12,838
+1,306
| +11% | +$71.6K | 0.26% | 55 |
|
2023
Q3 | $595K | Buy |
11,532
+10,947
| +1,871% | +$564K | 0.19% | 56 |
|
2023
Q2 | $31.2K | Buy |
+585
| New | +$31.2K | 0.01% | 292 |
|