Reilly Financial Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-726
| Closed | -$46K | – | 951 |
|
|
2021
Q2 | $46K | Buy |
+726
| New | +$46K | ﹤0.01% | 387 |
|
|
2021
Q1 | – | Sell |
-741
| Closed | -$41K | – | 1019 |
|
|
2020
Q4 | $41K | Hold |
741
| – | – | ﹤0.01% | 369 |
|
|
2020
Q3 | $35K | Sell |
741
-834
| -53% | -$39.4K | ﹤0.01% | 353 |
|
|
2020
Q2 | $64K | Sell |
1,575
-146,209
| -99% | -$5.94M | 0.01% | 276 |
|
|
2020
Q1 | $4.32M | Buy |
147,784
+742
| +0.5% | +$21.7K | 0.63% | 51 |
|
|
2019
Q4 | $8.05M | Buy |
147,042
+4,756
| +3% | +$260K | 0.92% | 54 |
|
|
2019
Q3 | $6.78M | Buy |
142,286
+9,444
| +7% | +$450K | 0.83% | 52 |
|
|
2019
Q2 | $6.55M | Buy |
+132,842
| New | +$6.55M | 0.82% | 53 |
|