Lloyd Advisory Services’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 |
-4,778
| Closed | -$262K | – | 137 |
|
2023
Q4 | $262K | Buy |
+4,778
| New | +$262K | 0.12% | 103 |
|
2022
Q2 | – | Sell |
-1,156
| Closed | -$74K | – | 198 |
|
2022
Q1 | $74K | Buy |
1,156
+704
| +156% | +$45.1K | 0.03% | 189 |
|
2021
Q4 | $26K | Buy |
+452
| New | +$26K | 0.01% | 269 |
|
2020
Q1 | – | Sell |
-53
| Closed | -$3K | – | 301 |
|
2019
Q4 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 273 |
|