Red Door 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 |
-5,511
| Closed | -$301K | – | 232 |
|
2024
Q3 | $301K | Buy |
5,511
+413
| +8% | +$22.6K | 0.05% | 167 |
|
2024
Q2 | $270K | Buy |
5,098
+83
| +2% | +$4.4K | 0.05% | 166 |
|
2024
Q1 | $291K | Buy |
5,015
+363
| +8% | +$21K | 0.06% | 162 |
|
2023
Q4 | $255K | Buy |
+4,652
| New | +$255K | 0.06% | 169 |
|
2021
Q3 | – | Sell |
-1,062
| Closed | -$67K | – | 280 |
|
2021
Q2 | $67K | Buy |
+1,062
| New | +$67K | 0.03% | 231 |
|
2020
Q3 | – | Sell |
-208
| Closed | -$8K | – | 190 |
|
2020
Q2 | $8K | Hold |
208
| – | – | 0.01% | 327 |
|
2020
Q1 | $6K | Buy |
+208
| New | +$6K | 0.01% | 320 |
|