LBMC Investment Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,398
| Closed | -$240K | – | 202 |
|
|
2024
Q3 | $240K | Hold |
4,398
| – | – | 0.02% | 175 |
|
|
2024
Q2 | $233K | Hold |
4,398
| – | – | 0.02% | 170 |
|
|
2024
Q1 | $255K | Hold |
4,398
| – | – | 0.02% | 150 |
|
|
2023
Q4 | $241K | Hold |
4,398
| – | – | 0.02% | 143 |
|
|
2023
Q3 | $224K | Hold |
4,398
| – | – | 0.02% | 139 |
|
|
2023
Q2 | $234K | Buy |
4,398
+125
| +3% | +$6.66K | 0.02% | 147 |
|
|
2023
Q1 | $234K | Hold |
4,273
| – | – | 0.02% | 144 |
|
|
2022
Q4 | $215K | Buy |
+4,273
| New | +$215K | 0.02% | 147 |
|
|
2022
Q3 | – | Sell |
-4,273
| Closed | -$221K | – | 154 |
|
|
2022
Q2 | $221K | Hold |
4,273
| – | – | 0.02% | 141 |
|
|
2022
Q1 | $272K | Hold |
4,273
| – | – | 0.02% | 127 |
|
|
2021
Q4 | $242K | Hold |
4,273
| – | – | 0.02% | 150 |
|
|
2021
Q3 | $246 | Hold |
4,273
| – | – | 0.02% | 142 |
|
|
2021
Q2 | $270K | Hold |
4,273
| – | – | 0.03% | 135 |
|
|
2021
Q1 | $273K | Hold |
4,273
| – | – | 0.03% | 111 |
|
|
2020
Q4 | $237K | Sell |
4,273
-1
| -0% | -$55 | 0.03% | 114 |
|
|
2020
Q3 | $201K | Buy |
+4,274
| New | +$201K | 0.03% | 115 |
|
|
2020
Q1 | – | Sell |
-4,229
| Closed | -$231K | – | 97 |
|
|
2019
Q4 | $231K | Sell |
4,229
-65
| -2% | -$3.55K | 0.03% | 89 |
|
|
2019
Q3 | $205K | Buy |
+4,294
| New | +$205K | 0.03% | 95 |
|