KWB Wealth’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,876
| Closed | -$225K | – | 135 |
|
|
2024
Q2 | $225K | Sell |
3,876
-91
| -2% | -$5.27K | 0.03% | 123 |
|
|
2024
Q1 | $230K | Sell |
3,967
-767
| -16% | -$44.4K | 0.03% | 122 |
|
|
2023
Q4 | $260K | Buy |
4,734
+50
| +1% | +$2.74K | 0.04% | 115 |
|
|
2023
Q3 | $249K | Hold |
4,684
| – | – | 0.04% | 112 |
|
|
2023
Q2 | $249K | Buy |
4,684
+183
| +4% | +$9.75K | 0.04% | 113 |
|
|
2023
Q1 | $227K | Hold |
4,501
| – | – | 0.04% | 110 |
|
|
2022
Q4 | $227K | Buy |
+4,501
| New | +$227K | 0.04% | 104 |
|