Lenox Wealth Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1K | Buy |
20
+10
| +100% | +$500 | ﹤0.01% | 699 |
|
|
2021
Q4 | $1K | Sell |
10
-55
| -85% | -$5.5K | ﹤0.01% | 825 |
|
|
2021
Q3 | $4K | Buy |
65
+5
| +8% | +$308 | ﹤0.01% | 577 |
|
|
2021
Q2 | $4K | Sell |
60
-235
| -80% | -$15.7K | ﹤0.01% | 582 |
|
|
2021
Q1 | $19K | Buy |
295
+290
| +5,800% | +$18.7K | ﹤0.01% | 319 |
|
|
2020
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 624 |
|
|
2020
Q3 | – | Sell |
-205
| Closed | -$8K | – | 582 |
|
|
2020
Q2 | $8K | Buy |
205
+172
| +521% | +$6.71K | ﹤0.01% | 399 |
|
|
2020
Q1 | $1K | Sell |
33
-6
| -15% | -$182 | ﹤0.01% | 670 |
|
|
2019
Q4 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 591 |
|
|
2019
Q3 | – | Sell |
-814
| Closed | -$40K | – | 623 |
|
|
2019
Q2 | $40K | Buy |
+814
| New | +$40K | 0.01% | 156 |
|