Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,608
| Closed | -$747K | – | 177 |
|
|
2024
Q4 | $747K | Sell |
18,608
-1,904
| -9% | -$76.4K | 0.16% | 116 |
|
|
2024
Q3 | $1.12M | Buy |
20,512
+290
| +1% | +$15.8K | 0.25% | 93 |
|
|
2024
Q2 | $1.07M | Buy |
20,222
+464
| +2% | +$24.6K | 0.25% | 95 |
|
|
2024
Q1 | $1.14M | Buy |
19,758
+1,184
| +6% | +$68.6K | 0.27% | 90 |
|
|
2023
Q4 | $1.02M | Buy |
18,574
+678
| +4% | +$37.2K | 0.26% | 89 |
|
|
2023
Q3 | $923K | Buy |
17,896
+3,353
| +23% | +$173K | 0.24% | 95 |
|
|
2023
Q2 | $775K | Buy |
14,543
+2,333
| +19% | +$124K | 0.19% | 107 |
|
|
2023
Q1 | $669K | Buy |
12,210
+1,116
| +10% | +$61.2K | 0.2% | 102 |
|
|
2022
Q4 | $559K | Sell |
11,094
-11,768
| -51% | -$593K | 0.17% | 115 |
|
|
2022
Q3 | $1M | Buy |
22,862
+2,594
| +13% | +$114K | 0.33% | 73 |
|
|
2022
Q2 | $1.05M | Buy |
20,268
+11,578
| +133% | +$598K | 0.33% | 74 |
|
|
2022
Q1 | $554K | Sell |
8,690
-68
| -0.8% | -$4.33K | 0.13% | 128 |
|
|
2021
Q4 | $497K | Sell |
8,758
-5,542
| -39% | -$314K | 0.12% | 134 |
|
|
2021
Q3 | $823K | Buy |
14,300
+1,280
| +10% | +$73.7K | 0.2% | 100 |
|
|
2021
Q2 | $824K | Buy |
13,020
+4,603
| +55% | +$291K | 0.2% | 100 |
|
|
2021
Q1 | $538K | Buy |
8,417
+171
| +2% | +$10.9K | 0.15% | 115 |
|
|
2020
Q4 | $458K | Sell |
8,246
-981
| -11% | -$54.4K | 0.14% | 113 |
|
|
2020
Q3 | $434K | Buy |
9,227
+190
| +2% | +$8.94K | 0.17% | 103 |
|
|
2020
Q2 | $368K | Buy |
+9,037
| New | +$368K | 0.16% | 109 |
|