Laurel Wealth Advisors (California)’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $871K | Sell |
17,293
-202
| -1% | -$10.2K | 0.09% | 247 |
|
|
2022
Q3 | $769K | Buy |
17,495
+94
| +0.5% | +$4.13K | 0.08% | 263 |
|
|
2022
Q2 | $898K | Buy |
17,401
+414
| +2% | +$21.4K | 0.09% | 233 |
|
|
2022
Q1 | $1.08M | Sell |
16,987
-1,647
| -9% | -$105K | 0.09% | 231 |
|
|
2021
Q4 | $1.06M | Buy |
18,634
+3,359
| +22% | +$191K | 0.08% | 240 |
|
|
2021
Q3 | $879K | Sell |
15,275
-270
| -2% | -$15.5K | 0.16% | 153 |
|
|
2021
Q2 | $983K | Buy |
15,545
+919
| +6% | +$58.1K | 0.13% | 174 |
|
|
2021
Q1 | $936K | Sell |
14,626
-1,529
| -9% | -$97.8K | 0.14% | 166 |
|
|
2020
Q4 | $897K | Sell |
16,155
-1,228
| -7% | -$68.2K | 0.13% | 170 |
|
|
2020
Q3 | $817K | Buy |
17,383
+503
| +3% | +$23.6K | 0.14% | 167 |
|
|
2020
Q2 | $688K | Sell |
16,880
-396
| -2% | -$16.1K | 0.13% | 174 |
|
|
2020
Q1 | $505K | Buy |
17,276
+4,410
| +34% | +$129K | 0.12% | 197 |
|
|
2019
Q4 | $704K | Buy |
12,866
+2,568
| +25% | +$141K | 0.12% | 189 |
|
|
2019
Q3 | $490K | Buy |
10,298
+1,611
| +19% | +$76.7K | 0.08% | 252 |
|
|
2019
Q2 | $428K | Buy |
+8,687
| New | +$428K | 0.09% | 230 |
|