Lee Financial’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-114
| Closed | -$6.25K | – | 341 |
|
|
2023
Q4 | $6.25K | Hold |
114
| – | – | ﹤0.01% | 504 |
|
|
2023
Q3 | $5.88K | Hold |
114
| – | – | ﹤0.01% | 494 |
|
|
2023
Q2 | $6.07K | Sell |
114
-1
| -0.9% | -$53 | ﹤0.01% | 478 |
|
|
2023
Q1 | $6.31K | Sell |
115
-11
| -9% | -$603 | ﹤0.01% | 494 |
|
|
2022
Q4 | $6.35K | Hold |
126
| – | – | ﹤0.01% | 514 |
|
|
2022
Q3 | $6K | Sell |
126
-15
| -11% | -$714 | ﹤0.01% | 504 |
|
|
2022
Q2 | $7K | Sell |
141
-58
| -29% | -$2.88K | ﹤0.01% | 500 |
|
|
2022
Q1 | $12K | Buy |
199
+72
| +57% | +$4.34K | ﹤0.01% | 409 |
|
|
2021
Q4 | $7K | Hold |
127
| – | – | ﹤0.01% | 547 |
|
|
2021
Q3 | $7K | Hold |
127
| – | – | ﹤0.01% | 460 |
|
|
2021
Q2 | $8K | Hold |
127
| – | – | ﹤0.01% | 433 |
|
|
2021
Q1 | $8K | Buy |
127
+42
| +49% | +$2.65K | ﹤0.01% | 405 |
|
|
2020
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 421 |
|
|
2020
Q3 | $4K | Sell |
85
-21
| -20% | -$988 | ﹤0.01% | 471 |
|
|
2020
Q2 | $4K | Buy |
106
+85
| +405% | +$3.21K | ﹤0.01% | 442 |
|
|
2020
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 463 |
|
|
2019
Q4 | $1K | Sell |
21
-96
| -82% | -$4.57K | ﹤0.01% | 482 |
|
|
2019
Q3 | $6K | Buy |
+117
| New | +$6K | ﹤0.01% | 403 |
|