Jackson Grant Investment Advisers’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3K | Sell |
727
-35
| -5% | -$927 | 0.01% | 234 |
|
|
2025
Q1 | $26.6K | Sell |
762
-59
| -7% | -$2.06K | 0.01% | 209 |
|
|
2024
Q4 | $32.9K | Hold |
821
| – | – | 0.01% | 201 |
|
|
2024
Q3 | $44.9K | Hold |
821
| – | – | 0.02% | 188 |
|
|
2024
Q2 | $43.6K | Hold |
821
| – | – | 0.02% | 189 |
|
|
2024
Q1 | $47.6K | Hold |
821
| – | – | 0.02% | 179 |
|
|
2023
Q4 | $45K | Hold |
821
| – | – | 0.02% | 176 |
|
|
2023
Q3 | $42.3K | Hold |
821
| – | – | 0.02% | 174 |
|
|
2023
Q2 | $43.7K | Hold |
821
| – | – | 0.02% | 175 |
|
|
2023
Q1 | $45K | Buy |
821
+94
| +13% | +$5.15K | 0.02% | 194 |
|
|
2022
Q4 | $36.6K | Hold |
727
| – | – | 0.02% | 205 |
|
|
2022
Q3 | $32K | Hold |
727
| – | – | 0.02% | 223 |
|
|
2022
Q2 | $38K | Hold |
727
| – | – | 0.02% | 210 |
|
|
2022
Q1 | $46K | Hold |
727
| – | – | 0.02% | 212 |
|
|
2021
Q4 | $41K | Hold |
727
| – | – | 0.02% | 181 |
|
|
2021
Q3 | $42K | Buy |
727
+200
| +38% | +$11.6K | 0.02% | 221 |
|
|
2021
Q2 | $33K | Hold |
527
| – | – | 0.01% | 245 |
|
|
2021
Q1 | $34K | Hold |
527
| – | – | 0.02% | 235 |
|
|
2020
Q4 | $29K | Hold |
527
| – | – | 0.01% | 221 |
|
|
2020
Q3 | $25K | Buy |
+527
| New | +$25K | 0.02% | 177 |
|