JWM
Jupiter Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,000
| Closed | -$439K | – | 58 |
|
|
2022
Q3 | $439K | Hold |
10,000
| – | – | 0.44% | 45 |
|
|
2022
Q2 | $516K | Hold |
10,000
| – | – | 0.47% | 40 |
|
|
2022
Q1 | $637K | Hold |
10,000
| – | – | 0.4% | 51 |
|
|
2021
Q4 | $567K | Sell |
10,000
-5,000
| -33% | -$284K | 0.29% | 58 |
|
|
2021
Q3 | $881K | Hold |
15,000
| – | – | 0.42% | 54 |
|
|
2021
Q2 | $930K | Hold |
15,000
| – | – | 0.45% | 49 |
|
|
2021
Q1 | $960K | Buy |
15,000
+5,000
| +50% | +$320K | 0.49% | 45 |
|
|
2020
Q4 | $555K | Buy |
+10,000
| New | +$555K | 0.34% | 46 |
|
|
2019
Q3 | – | Sell |
-93,472
| Closed | -$4.82M | – | 82 |
|
|
2019
Q2 | $4.82M | Sell |
93,472
-11,178
| -11% | -$577K | 2.39% | 17 |
|
|
2019
Q1 | $6.05M | Buy |
+104,650
| New | +$6.05M | 2.91% | 16 |
|