Quantum Private Wealth’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,989
| Closed | -$265K | – | 189 |
|
|
2024
Q2 | $265K | Hold |
4,989
| – | – | 0.09% | 165 |
|
|
2024
Q1 | $289K | Hold |
4,989
| – | – | 0.11% | 148 |
|
|
2023
Q4 | $274K | Hold |
4,989
| – | – | 0.11% | 147 |
|
|
2023
Q3 | $257K | Hold |
4,989
| – | – | 0.12% | 147 |
|
|
2023
Q2 | $266K | Sell |
4,989
-33
| -0.7% | -$1.76K | 0.12% | 147 |
|
|
2023
Q1 | $275K | Hold |
5,022
| – | – | 0.15% | 141 |
|
|
2022
Q4 | $253K | Hold |
5,022
| – | – | 0.16% | 146 |
|
|
2022
Q3 | $220K | Hold |
5,022
| – | – | 0.14% | 152 |
|
|
2022
Q2 | $259K | Hold |
5,022
| – | – | 0.15% | 137 |
|
|
2022
Q1 | $320K | Hold |
5,022
| – | – | 0.14% | 139 |
|
|
2021
Q4 | $284K | Buy |
+5,022
| New | +$284K | 0.11% | 164 |
|