Northeast Financial Consultants’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 Q1	–	Sell	-3,831	Closed	-$210K	–	296
2023 Q4	$210K	Buy	+3,831	New	+$196K	0.01%	264
2023 Q2	–	Sell	-3,728	Closed	-$204K	–	304
2023 Q1	$204K	Buy	+3,728	New	+$210K	0.01%	295
2022 Q3	–	Sell	-4,155	Closed	-$214K	–	342
2022 Q2	$214K	Hold	4,155	–	–	0.01%	305
2022 Q1	$265K	Hold	4,155	–	–	0.02%	325
2021 Q4	$236K	Hold	4,155	–	–	0.01%	312
2021 Q3	$239K	Hold	4,155	–	–	0.02%	310
2021 Q2	$263K	Hold	4,155	–	–	0.02%	301
2021 Q1	$266K	Hold	4,155	–	–	0.02%	286
2020 Q4	$231K	Sell	4,155 -42,800	-91%	-$2.21M	0.02%	291
2020 Q3	$2.21M	Buy	46,955 +253	+0.5%	+$11.4K	0.2%	72
2020 Q2	$1.9M	Hold	46,702	–	–	0.18%	75
2020 Q1	$1.37M	Buy	46,702 +37,000	+381%	+$1.57M	0.15%	88
2019 Q4	$531K	Sell	9,702 -137,666	-93%	-$7.11M	0.05%	179
2019 Q3	$7.02M	Buy	147,368 +139,724	+1,828%	+$6.54M	0.72%	35
2019 Q2	$377K	Buy	+7,644	New	+$404K	0.04%	205