McClarren Financial Advisors’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 | – | Sell |
-137
| Closed | -$8K | – | 143 |
|
|
2025
Q1 | $8K | Buy |
+137
| New | +$8K | 0.01% | 218 |
|
|
2024
Q3 | – | Sell |
-106
| Closed | -$5K | – | 262 |
|
|
2024
Q2 | $5K | Buy |
106
+7
| +7% | +$330 | ﹤0.01% | 264 |
|
|
2024
Q1 | $6K | Buy |
99
+2
| +2% | +$121 | ﹤0.01% | 254 |
|
|
2023
Q4 | $5K | Buy |
97
+1
| +1% | +$52 | ﹤0.01% | 295 |
|
|
2023
Q3 | $4K | Buy |
96
+20
| +26% | +$833 | ﹤0.01% | 282 |
|
|
2023
Q2 | $4K | Buy |
76
+1
| +1% | +$53 | ﹤0.01% | 288 |
|
|
2023
Q1 | $4K | Buy |
75
+1
| +1% | +$53 | ﹤0.01% | 276 |
|
|
2022
Q4 | $3K | Sell |
74
-599
| -89% | -$24.3K | ﹤0.01% | 288 |
|
|
2022
Q3 | $29K | Buy |
+673
| New | +$29K | 0.03% | 170 |
|
|
2022
Q2 | – | Sell |
-71
| Closed | -$4K | – | 89 |
|
|
2022
Q1 | $4K | Hold |
71
| – | – | ﹤0.01% | 238 |
|
|
2021
Q4 | $4K | Buy |
71
+2
| +3% | +$113 | ﹤0.01% | 270 |
|
|
2021
Q3 | $4K | Sell |
69
-95
| -58% | -$5.51K | ﹤0.01% | 243 |
|
|
2021
Q2 | $10K | Buy |
164
+1
| +0.6% | +$61 | 0.01% | 223 |
|
|
2021
Q1 | $10K | Buy |
163
+2
| +1% | +$123 | 0.01% | 198 |
|
|
2020
Q4 | $8K | Buy |
+161
| New | +$8K | 0.01% | 177 |
|