Optimum Investment Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.1K | Hold |
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|
2025
Q2 | $14K | Hold |
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|
2025
Q1 | $18.5K | Sell |
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|
2024
Q4 | $37.3K | Hold |
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|
2024
Q3 | $50.8K | Sell |
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|
2024
Q2 | $110K | Hold |
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|
2024
Q1 | $120K | Buy |
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|
2023
Q4 | $92K | Sell |
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|
2023
Q3 | $86.6K | Buy |
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|
2023
Q2 | $89.4K | Hold |
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|
2023
Q1 | $92K | Hold |
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|
2022
Q4 | $84.6K | Sell |
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|
2022
Q3 | $75K | Hold |
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|
2022
Q2 | $88K | Hold |
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|
2022
Q1 | $109K | Hold |
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|
2021
Q4 | $97K | Hold |
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|
2021
Q3 | $98K | Sell |
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|
2021
Q2 | $140K | Sell |
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|
2021
Q1 | $153K | Sell |
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|
2020
Q4 | $162K | Sell |
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|
2020
Q3 | $146K | Hold |
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|
2020
Q2 | $127K | Sell |
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|
2020
Q1 | $101K | Sell |
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|
2019
Q4 | $273K | Buy |
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|
2019
Q3 | $195K | Sell |
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|
2019
Q2 | $241K | Buy |
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