Mission Wealth Management’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 |
-7,336
| Closed | -$256K | – | 654 |
|
|
2025
Q1 | $256K | Buy |
7,336
+647
| +10% | +$22.6K | 0.01% | 556 |
|
|
2024
Q4 | $268K | Sell |
6,689
-2,117
| -24% | -$85K | 0.01% | 541 |
|
|
2024
Q3 | $481K | Buy |
8,806
+361
| +4% | +$19.7K | 0.01% | 422 |
|
|
2024
Q2 | $448K | Sell |
8,445
-494
| -6% | -$26.2K | 0.01% | 414 |
|
|
2024
Q1 | $518K | Sell |
8,939
-1,195
| -12% | -$69.2K | 0.01% | 404 |
|
|
2023
Q4 | $556K | Sell |
10,134
-1,221
| -11% | -$67K | 0.02% | 339 |
|
|
2023
Q3 | $585K | Buy |
11,355
+147
| +1% | +$7.58K | 0.02% | 299 |
|
|
2023
Q2 | $597K | Buy |
11,208
+1,581
| +16% | +$84.2K | 0.02% | 298 |
|
|
2023
Q1 | $528K | Buy |
9,627
+1,090
| +13% | +$59.8K | 0.02% | 309 |
|
|
2022
Q4 | $430K | Sell |
8,537
-1,568
| -16% | -$79K | 0.02% | 335 |
|
|
2022
Q3 | $444K | Buy |
10,105
+2,004
| +25% | +$88.1K | 0.02% | 298 |
|
|
2022
Q2 | $418K | Buy |
8,101
+484
| +6% | +$25K | 0.02% | 323 |
|
|
2022
Q1 | $485K | Sell |
7,617
-1,068
| -12% | -$68K | 0.02% | 302 |
|
|
2021
Q4 | $493K | Buy |
8,685
+384
| +5% | +$21.8K | 0.02% | 296 |
|
|
2021
Q3 | $478K | Sell |
8,301
-949
| -10% | -$54.6K | 0.02% | 282 |
|
|
2021
Q2 | $585K | Buy |
9,250
+331
| +4% | +$20.9K | 0.03% | 255 |
|
|
2021
Q1 | $570K | Buy |
8,919
+458
| +5% | +$29.3K | 0.03% | 238 |
|
|
2020
Q4 | $470K | Sell |
8,461
-31
| -0.4% | -$1.72K | 0.03% | 253 |
|
|
2020
Q3 | $400K | Sell |
8,492
-890
| -9% | -$41.9K | 0.03% | 231 |
|
|
2020
Q2 | $382K | Buy |
+9,382
| New | +$382K | 0.03% | 214 |
|
|
2020
Q1 | – | Sell |
-5,639
| Closed | -$309K | – | 310 |
|
|
2019
Q4 | $309K | Buy |
5,639
+103
| +2% | +$5.64K | 0.03% | 248 |
|
|
2019
Q3 | $264K | Buy |
5,536
+1,007
| +22% | +$48K | 0.03% | 256 |
|
|
2019
Q2 | $223K | Buy |
+4,529
| New | +$223K | 0.03% | 285 |
|