Legend Financial Advisors’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 |
-250
| Closed | -$13.7K | – | 269 |
|
|
2024
Q3 | $13.7K | Hold |
250
| – | – | 0.01% | 90 |
|
|
2024
Q2 | $13.3K | Hold |
250
| – | – | 0.01% | 126 |
|
|
2024
Q1 | $14.5K | Hold |
250
| – | – | 0.01% | 112 |
|
|
2023
Q4 | $13.7K | Hold |
250
| – | – | 0.01% | 107 |
|
|
2023
Q3 | $12.9K | Hold |
250
| – | – | 0.01% | 122 |
|
|
2023
Q2 | $13.3K | Hold |
250
| – | – | 0.01% | 130 |
|
|
2023
Q1 | $13.7K | Sell |
250
-250
| -50% | -$13.7K | 0.01% | 129 |
|
|
2022
Q4 | $25.2K | Hold |
500
| – | – | 0.02% | 100 |
|
|
2022
Q3 | $22K | Buy |
+500
| New | +$22K | 0.02% | 94 |
|