Klingman & Associates’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 |
-5,216
| Closed | -$209K | – | 264 |
|
2024
Q4 | $209K | Buy |
5,216
+192
| +4% | +$7.71K | 0.01% | 247 |
|
2024
Q3 | $274K | Buy |
+5,024
| New | +$274K | 0.02% | 223 |
|
2022
Q2 | – | Sell |
-3,607
| Closed | -$230K | – | 197 |
|
2022
Q1 | $230K | Buy |
+3,607
| New | +$230K | 0.02% | 185 |
|