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Orca Investment Management’s Dow Inc DOW Stock Holding History

Orca Investment Management’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,384
Closed -$226K – 58
2022
Q2 		$226K Sell
4,384
-434
-9% -$27.8K 0.21% 59
2022
Q1 		$307K Hold
4,818
– – 0.25% 55
2021
Q4 		$273K Sell
4,818
-865
-15% -$49.3K 0.22% 58
2021
Q3 		$327K Sell
5,683
-175
-3% -$10.7K 0.29% 57
2021
Q2 		$371K Hold
5,858
– – 0.33% 56
2021
Q1 		$375K Sell
5,858
-14
-0.2% -$838 0.39% 53
2020
Q4 		$326K Buy
+5,872
New +$303K 0.34% 61
2019
Q3 		$333K Sell
6,986
-12,232
-64% -$573K 0.39% 59
2019
Q2 		$948K Buy
+19,218
New +$1.01M 1.06% 35

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