Optimum 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 | $14K | Hold |
529
| – | – | 0.01% | 479 |
|
|
2025
Q1 | $18.5K | Sell |
529
-400
| -43% | -$14K | 0.01% | 449 |
|
|
2024
Q4 | $37.3K | Hold |
929
| – | – | 0.02% | 369 |
|
|
2024
Q3 | $50.8K | Sell |
929
-1,149
| -55% | -$62.8K | 0.02% | 354 |
|
|
2024
Q2 | $110K | Hold |
2,078
| – | – | 0.05% | 253 |
|
|
2024
Q1 | $120K | Buy |
2,078
+400
| +24% | +$23.2K | 0.06% | 250 |
|
|
2023
Q4 | $92K | Sell |
1,678
-1
| -0.1% | -$55 | 0.05% | 273 |
|
|
2023
Q3 | $86.6K | Buy |
1,679
+1
| +0.1% | +$52 | 0.04% | 286 |
|
|
2023
Q2 | $89.4K | Hold |
1,678
| – | – | 0.04% | 288 |
|
|
2023
Q1 | $92K | Hold |
1,678
| – | – | 0.05% | 279 |
|
|
2022
Q4 | $84.6K | Sell |
1,678
-26
| -2% | -$1.31K | 0.05% | 293 |
|
|
2022
Q3 | $75K | Hold |
1,704
| – | – | 0.04% | 316 |
|
|
2022
Q2 | $88K | Hold |
1,704
| – | – | 0.04% | 305 |
|
|
2022
Q1 | $109K | Hold |
1,704
| – | – | 0.05% | 306 |
|
|
2021
Q4 | $97K | Hold |
1,704
| – | – | 0.04% | 344 |
|
|
2021
Q3 | $98K | Sell |
1,704
-515
| -23% | -$29.6K | 0.04% | 330 |
|
|
2021
Q2 | $140K | Sell |
2,219
-170
| -7% | -$10.7K | 0.04% | 326 |
|
|
2021
Q1 | $153K | Sell |
2,389
-529
| -18% | -$33.9K | 0.04% | 308 |
|
|
2020
Q4 | $162K | Sell |
2,918
-187
| -6% | -$10.4K | 0.05% | 278 |
|
|
2020
Q3 | $146K | Hold |
3,105
| – | – | 0.05% | 272 |
|
|
2020
Q2 | $127K | Sell |
3,105
-346
| -10% | -$14.2K | 0.04% | 288 |
|
|
2020
Q1 | $101K | Sell |
3,451
-1,535
| -31% | -$44.9K | 0.04% | 300 |
|
|
2019
Q4 | $273K | Buy |
4,986
+888
| +22% | +$48.6K | 0.08% | 227 |
|
|
2019
Q3 | $195K | Sell |
4,098
-797
| -16% | -$37.9K | 0.06% | 270 |
|
|
2019
Q2 | $241K | Buy |
+4,895
| New | +$241K | 0.08% | 244 |
|