ProVise Management Group’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,015
| Closed | -$440K | – | 303 |
|
|
2023
Q4 | $440K | Sell |
8,015
-27
| -0.3% | -$1.48K | 0.04% | 237 |
|
|
2023
Q3 | $415K | Buy |
8,042
+1,510
| +23% | +$77.9K | 0.04% | 241 |
|
|
2023
Q2 | $348K | Buy |
6,532
+999
| +18% | +$53.2K | 0.03% | 267 |
|
|
2023
Q1 | $303K | Buy |
+5,533
| New | +$303K | 0.03% | 281 |
|