InceptionR’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 |
-13,314
| Closed | -$706K | – | 690 |
|
2024
Q2 | $706K | Sell |
13,314
-7,714
| -37% | -$409K | 0.2% | 193 |
|
2024
Q1 | $1.22M | Buy |
+21,028
| New | +$1.22M | 0.31% | 91 |
|
2023
Q4 | – | Sell |
-12,566
| Closed | -$648K | – | 398 |
|
2023
Q3 | $648K | Buy |
12,566
+1,665
| +15% | +$85.8K | 0.37% | 79 |
|
2023
Q2 | $581K | Buy |
+10,901
| New | +$581K | 0.31% | 115 |
|
2023
Q1 | – | Sell |
-11,253
| Closed | -$567K | – | 467 |
|
2022
Q4 | $567K | Buy |
+11,253
| New | +$567K | 0.3% | 127 |
|