Paragon Private Wealth 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
Q4 | – | Sell |
-4,368
| Closed | -$239K | – | 168 |
|
|
2024
Q3 | $239K | Buy |
4,368
+523
| +14% | +$28.6K | 0.12% | 149 |
|
|
2024
Q2 | $204K | Sell |
3,845
-182
| -5% | -$9.66K | 0.12% | 151 |
|
|
2024
Q1 | $233K | Buy |
4,027
+2
| +0% | +$116 | 0.14% | 135 |
|
|
2023
Q4 | $221K | Sell |
4,025
-819
| -17% | -$44.9K | 0.15% | 128 |
|
|
2023
Q3 | $250K | Sell |
4,844
-149
| -3% | -$7.68K | 0.21% | 106 |
|
|
2023
Q2 | $266K | Hold |
4,993
| – | – | 0.21% | 106 |
|
|
2023
Q1 | $274K | Sell |
4,993
-254
| -5% | -$13.9K | 0.23% | 105 |
|
|
2022
Q4 | $264K | Buy |
5,247
+871
| +20% | +$43.9K | 0.24% | 105 |
|
|
2022
Q3 | $209K | Buy |
+4,376
| New | +$209K | 0.2% | 115 |
|