M Holdings Securities’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 222 |
|
|
2023
Q1 | – | Sell |
-7,468
| Closed | -$376K | – | 375 |
|
|
2022
Q4 | $376K | Buy |
7,468
+68
| +0.9% | +$3.42K | 0.04% | 306 |
|
|
2022
Q3 | $325K | Buy |
7,400
+146
| +2% | +$6.41K | 0.04% | 310 |
|
|
2022
Q2 | $374K | Sell |
7,254
-1,767
| -20% | -$91.1K | 0.04% | 296 |
|
|
2022
Q1 | $575K | Buy |
+9,021
| New | +$575K | 0.04% | 271 |
|
|
2021
Q2 | $733K | Sell |
11,585
-422
| -4% | -$26.7K | 0.07% | 165 |
|
|
2021
Q1 | $768K | Buy |
+12,007
| New | +$768K | 0.07% | 221 |
|