Mount Yale Investment Advisors’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 | $25.1K | Buy |
+948
| New | +$25.1K | ﹤0.01% | 996 |
|
|
2024
Q4 | – | Sell |
-22,191
| Closed | -$1.21M | – | 553 |
|
|
2024
Q3 | $1.21M | Buy |
+22,191
| New | +$1.21M | 0.12% | 170 |
|
|
2024
Q2 | – | Sell |
-11,409
| Closed | -$661K | – | 543 |
|
|
2024
Q1 | $661K | Sell |
11,409
-10,869
| -49% | -$630K | 0.05% | 299 |
|
|
2023
Q4 | $1.22M | Sell |
22,278
-52
| -0.2% | -$2.85K | 0.12% | 180 |
|
|
2023
Q3 | $1.15M | Sell |
22,330
-11,000
| -33% | -$567K | 0.13% | 168 |
|
|
2023
Q2 | $1.78M | Sell |
33,330
-24,259
| -42% | -$1.29M | 0.19% | 117 |
|
|
2023
Q1 | $3.16M | Hold |
57,589
| – | – | 0.35% | 66 |
|
|
2022
Q4 | $2.9M | Hold |
57,589
| – | – | 0.33% | 78 |
|
|
2022
Q3 | $2.53M | Hold |
57,589
| – | – | 0.34% | 74 |
|
|
2022
Q2 | $2.97M | Hold |
57,589
| – | – | 0.37% | 64 |
|
|
2022
Q1 | $3.67M | Hold |
57,589
| – | – | 0.4% | 56 |
|
|
2021
Q4 | $3.27M | Hold |
57,589
| – | – | 0.34% | 71 |
|
|
2021
Q3 | $3.32M | Buy |
+57,589
| New | +$3.32M | 0.38% | 65 |
|