Occidental Asset 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
Q1 | – | Sell |
-42,416
| Closed | -$2.33M | – | 215 |
|
|
2023
Q4 | $2.33M | Buy |
42,416
+3,959
| +10% | +$217K | 0.48% | 57 |
|
|
2023
Q3 | $1.98M | Buy |
38,457
+1,881
| +5% | +$97K | 0.46% | 63 |
|
|
2023
Q2 | $1.95M | Buy |
36,576
+2,979
| +9% | +$159K | 0.44% | 65 |
|
|
2023
Q1 | $1.84M | Buy |
33,597
+1,205
| +4% | +$66.1K | 0.46% | 69 |
|
|
2022
Q4 | $1.63M | Buy |
32,392
+24,418
| +306% | +$1.23M | 0.45% | 68 |
|
|
2022
Q3 | $350K | Buy |
+7,974
| New | +$350K | 0.1% | 139 |
|