Kelly Financial Services’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-227
| Closed | -$12.1K | – | 267 |
|
|
2024
Q2 | $12.1K | Hold |
227
| – | – | ﹤0.01% | 402 |
|
|
2024
Q1 | $13.1K | Buy |
227
+1
| +0.4% | +$55 | 0.01% | 383 |
|
|
2023
Q4 | $12.4K | Sell |
226
-44
| -16% | -$2.25K | 0.01% | 368 |
|
|
2023
Q3 | $13.9K | Buy |
270
+1
| +0.4% | +$54 | 0.01% | 323 |
|
|
2023
Q2 | $14.3K | Buy |
269
+1
| +0.4% | +$53 | 0.01% | 321 |
|
|
2023
Q1 | $14.7K | Buy |
268
+126
| +89% | +$7.09K | 0.01% | 305 |
|
|
2022
Q4 | $7.13K | Buy |
142
+1
| +0.7% | +$49 | ﹤0.01% | 363 |
|
|
2022
Q3 | $6.17K | Buy |
141
+43
| +44% | +$2.18K | ﹤0.01% | 374 |
|
|
2022
Q2 | $5.08K | Buy |
98
+7
| +8% | +$448 | ﹤0.01% | 400 |
|
|
2022
Q1 | $5.8K | Buy |
91
+48
| +112% | +$2.9K | ﹤0.01% | 409 |
|
|
2021
Q4 | $2.43K | Sell |
43
-16
| -27% | -$912 | ﹤0.01% | 516 |
|
|
2021
Q3 | $3.41K | Sell |
59
-3,656
| -98% | -$224K | ﹤0.01% | 466 |
|
|
2021
Q2 | $59K | Buy |
3,715
+3,657
| +6,305% | +$241K | ﹤0.01% | 437 |
|
|
2021
Q1 | $3.73K | Hold |
58
| – | – | ﹤0.01% | 439 |
|
|
2020
Q4 | $3.21K | Buy |
58
+17
| +41% | +$878 | ﹤0.01% | 421 |
|
|
2020
Q3 | $1.94K | Hold |
41
| – | – | ﹤0.01% | 437 |
|
|
2020
Q2 | $1.67K | Hold |
41
| – | – | ﹤0.01% | 451 |
|
|
2020
Q1 | $1.19K | Buy |
41
+1
| +3% | +$43 | ﹤0.01% | 440 |
|
|
2019
Q4 | $2.19K | Sell |
40
-54
| -57% | -$2.79K | ﹤0.01% | 400 |
|
|
2019
Q3 | $4.49K | Sell |
94
-21
| -18% | -$983 | ﹤0.01% | 300 |
|
|
2019
Q2 | $5.69K | Buy |
+115
| New | +$6.07K | 0.01% | 277 |
|
Other funds holding DOW
