Parsec Financial Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $212K | Sell |
3,863
-1,776
| -31% | -$97.4K | 0.01% | 281 |
|
2022
Q4 | $284K | Buy |
+5,639
| New | +$284K | 0.01% | 257 |
|
2022
Q3 | – | Sell |
-4,169
| Closed | -$215K | – | 276 |
|
2022
Q2 | $215K | Hold |
4,169
| – | – | 0.01% | 270 |
|
2022
Q1 | $266K | Buy |
4,169
+100
| +2% | +$6.38K | 0.01% | 264 |
|
2021
Q4 | $231K | Buy |
+4,069
| New | +$231K | 0.01% | 272 |
|