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Reitz Capital Advisors’s Dow Inc DOW Stock Holding History

Reitz Capital Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$367K Hold
6,692
– – 0.66% 17
2023
Q4 		$367K Sell
6,692
-3,975
-37% -$203K 0.65% 17
2023
Q3 		$531K Sell
10,667
-7,564
-41% -$406K 1.01% 14
2023
Q2 		$971K Sell
18,231
-3,690
-17% -$196K 0.89% 17
2023
Q1 		$1.2M Sell
21,921
-702
-3% -$39.5K 1.11% 16
2022
Q4 		$1.14M Buy
22,623
+2,312
+11% +$113K 1.09% 14
2022
Q3 		$892K Buy
20,311
+2,203
+12% +$112K 0.82% 17
2022
Q2 		$935K Sell
18,108
-1,550
-8% -$99.3K 0.84% 18
2022
Q1 		$1.25M Buy
19,658
+2,717
+16% +$164K 0.9% 16
2021
Q4 		$1.07M Sell
16,941
-362
-2% -$20.6K 0.76% 19
2021
Q3 		$996K Buy
17,303
+362
+2% +$22.2K 0.75% 19
2021
Q2 		$1.07M Sell
16,941
-1,772
-9% -$117K 0.76% 19
2021
Q1 		$1.2M Sell
18,713
-432
-2% -$25.9K 0.88% 18
2020
Q4 		$1.06M Sell
19,145
-1,068
-5% -$55.1K 0.85% 17
2020
Q3 		$951K Buy
20,213
+4
+0% +$180 0.86% 17
2020
Q2 		$824K Buy
20,209
+6,374
+46% +$233K 1.05% 14
2020
Q1 		$405K Buy
13,835
+781
+6% +$33.2K 0.53% 21
2019
Q4 		$714K Sell
13,054
-165
-1% -$8.53K 0.77% 21
2019
Q3 		$630K Buy
13,219
+2,813
+27% +$132K 0.71% 21
2019
Q2 		$513K Buy
+10,406
New +$549K 0.58% 26

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Dimensional Fund Advisors
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Capital World Investors
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