Madrona Financial 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
Q4 | – | Sell |
-4,230
| Closed | -$231K | – | 114 |
|
2024
Q3 | $231K | Sell |
4,230
-17
| -0.4% | -$929 | 0.06% | 94 |
|
2024
Q2 | $225K | Sell |
4,247
-155
| -4% | -$8.22K | 0.07% | 88 |
|
2024
Q1 | $255K | Buy |
4,402
+172
| +4% | +$9.96K | 0.09% | 77 |
|
2023
Q4 | $232K | Buy |
4,230
+7
| +0.2% | +$384 | 0.09% | 75 |
|
2023
Q3 | $218K | Hold |
4,223
| – | – | 0.1% | 90 |
|
2023
Q2 | $225K | Hold |
4,223
| – | – | 0.11% | 89 |
|
2023
Q1 | $232K | Hold |
4,223
| – | – | 0.12% | 77 |
|
2022
Q4 | $213K | Buy |
+4,223
| New | +$213K | 0.12% | 73 |
|
2022
Q3 | – | Sell |
-4,200
| Closed | -$217K | – | 74 |
|
2022
Q2 | $217K | Hold |
4,200
| – | – | 0.13% | 74 |
|
2022
Q1 | $257K | Hold |
4,200
| – | – | 0.13% | 68 |
|
2021
Q4 | $238K | Buy |
+4,200
| New | +$238K | 0.1% | 68 |
|