Modern 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 | $486K | Sell |
18,343
-32,891
| -64% | -$871K | 0.01% | 477 |
|
|
2025
Q1 | $1.79M | Sell |
51,234
-22,128
| -30% | -$773K | 0.06% | 223 |
|
|
2024
Q4 | $2.94M | Buy |
73,362
+69,395
| +1,749% | +$2.78M | 0.11% | 152 |
|
|
2024
Q3 | $217K | Sell |
3,967
-540
| -12% | -$29.5K | 0.01% | 406 |
|
|
2024
Q2 | $239K | Buy |
+4,507
| New | +$239K | 0.02% | 354 |
|