Patriot Financial Group Insurance Agency’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,409
| Closed | -$124K | – | 799 |
|
|
2022
Q2 | $124K | Buy |
2,409
+181
| +8% | +$9.32K | 0.03% | 490 |
|
|
2022
Q1 | $142K | Sell |
2,228
-1,189
| -35% | -$75.8K | 0.03% | 482 |
|
|
2021
Q4 | $194K | Buy |
3,417
+1,022
| +43% | +$58K | 0.03% | 450 |
|
|
2021
Q3 | $138K | Buy |
2,395
+763
| +47% | +$44K | 0.02% | 551 |
|
|
2021
Q2 | $103K | Buy |
1,632
+283
| +21% | +$17.9K | 0.02% | 618 |
|
|
2021
Q1 | $86K | Buy |
1,349
+98
| +8% | +$6.25K | 0.02% | 597 |
|
|
2020
Q4 | $69K | Buy |
1,251
+110
| +10% | +$6.07K | 0.02% | 591 |
|
|
2020
Q3 | $54K | Sell |
1,141
-126
| -10% | -$5.96K | 0.02% | 523 |
|
|
2020
Q2 | $52K | Buy |
1,267
+149
| +13% | +$6.12K | 0.02% | 508 |
|
|
2020
Q1 | $33K | Sell |
1,118
-711
| -39% | -$21K | 0.02% | 536 |
|
|
2019
Q4 | $100K | Sell |
1,829
-1,213
| -40% | -$66.3K | 0.04% | 339 |
|
|
2019
Q3 | $145K | Buy |
3,042
+7
| +0.2% | +$334 | 0.07% | 253 |
|
|
2019
Q2 | $150K | Buy |
+3,035
| New | +$150K | 0.06% | 229 |
|