Liberty Wealth Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,367
| Closed | -$140K | – | 408 |
|
|
2021
Q3 | $140K | Buy |
2,367
+1,100
| +87% | +$65.1K | 0.05% | 224 |
|
|
2021
Q2 | $80K | Buy |
1,267
+631
| +99% | +$39.8K | 0.03% | 242 |
|
|
2021
Q1 | $33K | Hold |
636
| – | – | 0.02% | 363 |
|
|
2020
Q4 | $33K | Buy |
636
+2
| +0.3% | +$104 | 0.02% | 360 |
|
|
2020
Q3 | $30K | Buy |
634
+123
| +24% | +$5.82K | 0.02% | 328 |
|
|
2020
Q2 | $21K | Buy |
511
+122
| +31% | +$5.01K | 0.01% | 373 |
|
|
2020
Q1 | $11K | Sell |
389
-323
| -45% | -$9.13K | 0.01% | 446 |
|
|
2019
Q4 | $39K | Buy |
712
+93
| +15% | +$5.09K | 0.03% | 294 |
|
|
2019
Q3 | $29K | Buy |
619
+87
| +16% | +$4.08K | 0.03% | 328 |
|
|
2019
Q2 | $26K | Buy |
+532
| New | +$26K | 0.02% | 361 |
|