Monument Capital Management’s Dow Inc DOW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,954	Closed	-$216K	–	206
2024 Q3	$216K	Sell	3,954 -2,273	-37%	-$120K	0.06%	184
2024 Q2	$330K	Sell	6,227 -660	-10%	-$37.7K	0.1%	137
2024 Q1	$399K	Sell	6,887 -1,511	-18%	-$83.5K	0.12%	136
2023 Q4	$461K	Sell	8,398 -85	-1%	-$4.34K	0.15%	121
2023 Q3	$437K	Sell	8,483 -400	-5%	-$21.5K	0.15%	110
2023 Q2	$473K	Sell	8,883 -38,872	-81%	-$2.07M	0.15%	105
2023 Q1	$2.62M	Buy	47,755 +2,002	+4%	+$113K	0.88%	33
2022 Q4	$2.31M	Buy	45,753 +6,612	+17%	+$323K	0.79%	41
2022 Q3	$1.72M	Buy	39,141 +554	+1%	+$28.1K	0.64%	46
2022 Q2	$1.99M	Sell	38,587 -2,800	-7%	-$179K	0.75%	32
2022 Q1	$2.64M	Buy	41,387 +132	+0.3%	+$7.96K	0.86%	26
2021 Q4	$2.34M	Buy	+41,255	New	+$2.35M	0.73%	44