Richwood Investment 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
Q4 | – | Sell |
-4,221
| Closed | -$231K | – | 102 |
|
|
2024
Q3 | $231K | Sell |
4,221
-275
| -6% | -$15K | 0.19% | 98 |
|
|
2024
Q2 | $239K | Sell |
4,496
-550
| -11% | -$29.2K | 0.21% | 91 |
|
|
2024
Q1 | $292K | Sell |
5,046
-681
| -12% | -$39.5K | 0.26% | 85 |
|
|
2023
Q4 | $314K | Sell |
5,727
-277
| -5% | -$15.2K | 0.29% | 78 |
|
|
2023
Q3 | $310K | Sell |
6,004
-231
| -4% | -$11.9K | 0.32% | 77 |
|
|
2023
Q2 | $332K | Sell |
6,235
-885
| -12% | -$47.1K | 0.32% | 77 |
|
|
2023
Q1 | $390K | Sell |
7,120
-351
| -5% | -$19.2K | 0.39% | 73 |
|
|
2022
Q4 | $376K | Sell |
7,471
-609
| -8% | -$30.7K | 0.38% | 75 |
|
|
2022
Q3 | $355K | Sell |
8,080
-465
| -5% | -$20.4K | 0.39% | 73 |
|
|
2022
Q2 | $441K | Sell |
8,545
-60
| -0.7% | -$3.1K | 0.44% | 65 |
|
|
2022
Q1 | $548K | Buy |
8,605
+1,360
| +19% | +$86.6K | 0.49% | 60 |
|
|
2021
Q4 | $411K | Buy |
+7,245
| New | +$411K | 0.36% | 69 |
|