Marcum Wealth’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,508
| Closed | -$203K | – | 397 |
|
|
2024
Q1 | $203K | Sell |
3,508
-1,408
| -29% | -$81.6K | 0.02% | 341 |
|
|
2023
Q4 | $270K | Sell |
4,916
-624
| -11% | -$34.2K | 0.03% | 272 |
|
|
2023
Q3 | $286K | Sell |
5,540
-421
| -7% | -$21.7K | 0.03% | 253 |
|
|
2023
Q2 | $317K | Sell |
5,961
-3,003
| -34% | -$160K | 0.04% | 234 |
|
|
2023
Q1 | $491K | Buy |
8,964
+938
| +12% | +$51.4K | 0.06% | 175 |
|
|
2022
Q4 | $404K | Sell |
8,026
-431
| -5% | -$21.7K | 0.05% | 194 |
|
|
2022
Q3 | $372K | Sell |
8,457
-1,040
| -11% | -$45.7K | 0.06% | 200 |
|
|
2022
Q2 | $490K | Buy |
9,497
+1,585
| +20% | +$81.8K | 0.07% | 157 |
|
|
2022
Q1 | $504K | Buy |
7,912
+1,866
| +31% | +$119K | 0.07% | 156 |
|
|
2021
Q4 | $343K | Sell |
6,046
-1,630
| -21% | -$92.5K | 0.05% | 226 |
|
|
2021
Q3 | $442K | Sell |
7,676
-438
| -5% | -$25.2K | 0.07% | 170 |
|
|
2021
Q2 | $513K | Buy |
8,114
+248
| +3% | +$15.7K | 0.08% | 143 |
|
|
2021
Q1 | $503K | Buy |
+7,866
| New | +$503K | 0.08% | 144 |
|