Kathmere Capital Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-4,177
| Closed | -$215K | – | 296 |
|
2023
Q3 | $215K | Sell |
4,177
-1,620
| -28% | -$83.5K | 0.03% | 238 |
|
2023
Q2 | $309K | Buy |
5,797
+963
| +20% | +$51.3K | 0.05% | 165 |
|
2023
Q1 | $265K | Buy |
+4,834
| New | +$265K | 0.04% | 165 |
|
2021
Q1 | – | Sell |
-1,092
| Closed | -$61K | – | 208 |
|
2020
Q4 | $61K | Buy |
1,092
+11
| +1% | +$614 | 0.01% | 227 |
|
2020
Q3 | $51K | Buy |
+1,081
| New | +$51K | 0.01% | 221 |
|