Lafayette Investments’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,250
| Closed | -$232K | – | 150 |
|
|
2024
Q3 | $232K | Hold |
4,250
| – | – | 0.05% | 132 |
|
|
2024
Q2 | $225K | Hold |
4,250
| – | – | 0.05% | 129 |
|
|
2024
Q1 | $246K | Hold |
4,250
| – | – | 0.06% | 120 |
|
|
2023
Q4 | $233K | Sell |
4,250
-16
| -0.4% | -$877 | 0.06% | 119 |
|
|
2023
Q3 | $220K | Sell |
4,266
-734
| -15% | -$37.8K | 0.06% | 116 |
|
|
2023
Q2 | $266K | Sell |
5,000
-166
| -3% | -$8.84K | 0.07% | 104 |
|
|
2023
Q1 | $283K | Hold |
5,166
| – | – | 0.08% | 99 |
|
|
2022
Q4 | $260K | Hold |
5,166
| – | – | 0.07% | 101 |
|
|
2022
Q3 | $227K | Buy |
5,166
+500
| +11% | +$22K | 0.07% | 105 |
|
|
2022
Q2 | $241K | Hold |
4,666
| – | – | 0.07% | 105 |
|
|
2022
Q1 | $297K | Hold |
4,666
| – | – | 0.07% | 102 |
|
|
2021
Q4 | $265K | Buy |
4,666
+1,000
| +27% | +$56.8K | 0.07% | 111 |
|
|
2021
Q3 | $211K | Hold |
3,666
| – | – | 0.06% | 122 |
|
|
2021
Q2 | $232K | Buy |
+3,666
| New | +$232K | 0.06% | 110 |
|