NewEdge Wealth’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 | $248K | Buy |
11,496
+3,241
| +39% | +$70K | ﹤0.01% | 877 |
|
|
2025
Q1 | $288K | Buy |
+8,255
| New | +$288K | 0.01% | 781 |
|
|
2024
Q4 | – | Sell |
-5,943
| Closed | -$325K | – | 923 |
|
|
2024
Q3 | $325K | Buy |
5,943
+473
| +9% | +$25.8K | 0.01% | 708 |
|
|
2024
Q2 | $290K | Sell |
5,470
-286
| -5% | -$15.2K | 0.01% | 649 |
|
|
2024
Q1 | $327K | Buy |
+5,756
| New | +$327K | 0.01% | 645 |
|
|
2023
Q1 | – | Sell |
-4,067
| Closed | -$205K | – | 618 |
|
|
2022
Q4 | $205K | Buy |
+4,067
| New | +$205K | 0.01% | 515 |
|