Monument Capital Management’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 |
-3,954
| Closed | -$216K | – | 206 |
|
|
2024
Q3 | $216K | Sell |
3,954
-2,273
| -37% | -$124K | 0.06% | 184 |
|
|
2024
Q2 | $330K | Sell |
6,227
-660
| -10% | -$35K | 0.1% | 137 |
|
|
2024
Q1 | $399K | Sell |
6,887
-1,511
| -18% | -$87.5K | 0.12% | 136 |
|
|
2023
Q4 | $461K | Sell |
8,398
-85
| -1% | -$4.66K | 0.15% | 121 |
|
|
2023
Q3 | $437K | Sell |
8,483
-400
| -5% | -$20.6K | 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% | +$110K | 0.88% | 33 |
|
|
2022
Q4 | $2.31M | Buy |
45,753
+6,612
| +17% | +$333K | 0.79% | 41 |
|
|
2022
Q3 | $1.72M | Buy |
39,141
+554
| +1% | +$24.3K | 0.64% | 46 |
|
|
2022
Q2 | $1.99M | Sell |
38,587
-2,800
| -7% | -$144K | 0.75% | 32 |
|
|
2022
Q1 | $2.64M | Buy |
41,387
+132
| +0.3% | +$8.41K | 0.86% | 26 |
|
|
2021
Q4 | $2.34M | Buy |
+41,255
| New | +$2.34M | 0.73% | 44 |
|