Resurgent 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-823
| Closed | -$45.1K | – | 263 |
|
2023
Q4 | $45.1K | Sell |
823
-695
| -46% | -$38.1K | 0.03% | 349 |
|
2023
Q3 | $78.3K | Buy |
1,518
+932
| +159% | +$48.1K | 0.05% | 259 |
|
2023
Q2 | $31.2K | Sell |
586
-13
| -2% | -$692 | 0.02% | 418 |
|
2023
Q1 | $32.8K | Sell |
599
-173
| -22% | -$9.48K | 0.02% | 398 |
|
2022
Q4 | $38.9K | Buy |
+772
| New | +$38.9K | 0.02% | 477 |
|