Northern Financial Advisors’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 |
-5,630
| Closed | -$308K | – | 110 |
|
|
2024
Q3 | $308K | Sell |
5,630
-5,752
| -51% | -$314K | 0.23% | 89 |
|
|
2024
Q2 | $604K | Sell |
11,382
-175
| -2% | -$9.28K | 0.48% | 66 |
|
|
2024
Q1 | $669K | Buy |
11,557
+5,687
| +97% | +$329K | 0.52% | 65 |
|
|
2023
Q4 | $322K | Sell |
5,870
-345
| -6% | -$18.9K | 0.27% | 92 |
|
|
2023
Q3 | $320K | Buy |
6,215
+235
| +4% | +$12.1K | 0.29% | 89 |
|
|
2023
Q2 | $318K | Buy |
5,980
+248
| +4% | +$13.2K | 0.28% | 85 |
|
|
2023
Q1 | $314K | Buy |
5,732
+729
| +15% | +$40K | 0.3% | 83 |
|
|
2022
Q4 | $252K | Buy |
+5,003
| New | +$252K | 0.29% | 81 |
|