McKinley Carter Wealth 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 |
-6,675
| Closed | -$365K | – | 293 |
|
2024
Q3 | $365K | Buy |
6,675
+5
| +0.1% | +$273 | 0.02% | 235 |
|
2024
Q2 | $354K | Sell |
6,670
-41
| -0.6% | -$2.18K | 0.02% | 236 |
|
2024
Q1 | $389K | Sell |
6,711
-104
| -2% | -$6.03K | 0.03% | 229 |
|
2023
Q4 | $374K | Buy |
6,815
+5
| +0.1% | +$274 | 0.03% | 230 |
|
2023
Q3 | $351K | Sell |
6,810
-556
| -8% | -$28.7K | 0.03% | 233 |
|
2023
Q2 | $392K | Sell |
7,366
-42
| -0.6% | -$2.24K | 0.03% | 229 |
|
2023
Q1 | $406K | Buy |
7,408
+48
| +0.7% | +$2.63K | 0.03% | 222 |
|
2022
Q4 | $371K | Buy |
7,360
+1,061
| +17% | +$53.5K | 0.03% | 232 |
|
2022
Q3 | $277K | Sell |
6,299
-1,246
| -17% | -$54.8K | 0.03% | 239 |
|
2022
Q2 | $389K | Buy |
+7,545
| New | +$389K | 0.03% | 220 |
|