Mark Sheptoff Financial Planning’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3K | Hold |
463
| – | – | 0.01% | 322 |
|
|
2025
Q1 | $16.2K | Hold |
463
| – | – | 0.01% | 265 |
|
|
2024
Q4 | $18.6K | Sell |
463
-36
| -7% | -$1.45K | 0.01% | 265 |
|
|
2024
Q3 | $27.3K | Hold |
499
| – | – | 0.01% | 222 |
|
|
2024
Q2 | $26.5K | Hold |
499
| – | – | 0.01% | 232 |
|
|
2024
Q1 | $28.9K | Hold |
499
| – | – | 0.02% | 213 |
|
|
2023
Q4 | $27.4K | Hold |
499
| – | – | 0.02% | 203 |
|
|
2023
Q3 | $25.7K | Hold |
499
| – | – | 0.02% | 195 |
|
|
2023
Q2 | $26.6K | Hold |
499
| – | – | 0.02% | 205 |
|
|
2023
Q1 | $27.4K | Hold |
499
| – | – | 0.02% | 193 |
|
|
2022
Q4 | $25.1K | Hold |
499
| – | – | 0.01% | 199 |
|
|
2022
Q3 | $22K | Hold |
499
| – | – | 0.01% | 200 |
|
|
2022
Q2 | $26K | Hold |
499
| – | – | 0.01% | 198 |
|
|
2022
Q1 | $32K | Buy |
499
+36
| +8% | +$2.31K | 0.02% | 204 |
|
|
2021
Q4 | $26K | Hold |
463
| – | – | 0.01% | 231 |
|
|
2021
Q3 | $27K | Hold |
463
| – | – | 0.01% | 221 |
|
|
2021
Q2 | $29K | Hold |
463
| – | – | 0.02% | 236 |
|
|
2021
Q1 | $30K | Hold |
463
| – | – | 0.02% | 204 |
|
|
2020
Q4 | $26K | Hold |
463
| – | – | 0.01% | 198 |
|
|
2020
Q3 | $22K | Hold |
463
| – | – | 0.01% | 185 |
|
|
2020
Q2 | $19K | Hold |
463
| – | – | 0.01% | 202 |
|
|
2020
Q1 | $14K | Sell |
463
-1,714
| -79% | -$51.8K | 0.01% | 203 |
|
|
2019
Q4 | $119K | Sell |
2,177
-110
| -5% | -$6.01K | 0.07% | 110 |
|
|
2019
Q3 | $109K | Sell |
2,287
-1,160
| -34% | -$55.3K | 0.07% | 110 |
|
|
2019
Q2 | $170K | Buy |
+3,447
| New | +$170K | 0.12% | 101 |
|