OIM
Orca Investment Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,384
| Closed | -$226K | – | 58 |
|
|
2022
Q2 | $226K | Sell |
4,384
-434
| -9% | -$22.4K | 0.21% | 59 |
|
|
2022
Q1 | $307K | Hold |
4,818
| – | – | 0.25% | 55 |
|
|
2021
Q4 | $273K | Sell |
4,818
-865
| -15% | -$49K | 0.22% | 58 |
|
|
2021
Q3 | $327K | Sell |
5,683
-175
| -3% | -$10.1K | 0.29% | 57 |
|
|
2021
Q2 | $371K | Hold |
5,858
| – | – | 0.33% | 56 |
|
|
2021
Q1 | $375K | Sell |
5,858
-14
| -0.2% | -$896 | 0.39% | 53 |
|
|
2020
Q4 | $326K | Buy |
+5,872
| New | +$326K | 0.34% | 61 |
|
|
2019
Q3 | $333K | Sell |
6,986
-12,232
| -64% | -$583K | 0.39% | 59 |
|
|
2019
Q2 | $948K | Buy |
+19,218
| New | +$948K | 1.06% | 35 |
|