RKL 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,316
| Closed | -$253K | – | 176 |
|
|
2024
Q4 | $253K | Buy |
6,316
+481
| +8% | +$19.3K | 0.02% | 158 |
|
|
2024
Q3 | $319K | Sell |
5,835
-32
| -0.5% | -$1.75K | 0.03% | 126 |
|
|
2024
Q2 | $311K | Hold |
5,867
| – | – | 0.03% | 117 |
|
|
2024
Q1 | $340K | Sell |
5,867
-35
| -0.6% | -$2.03K | 0.03% | 117 |
|
|
2023
Q4 | $324K | Buy |
+5,902
| New | +$324K | 0.04% | 115 |
|
|
2019
Q3 | – | Sell |
-7,698
| Closed | -$367K | – | 127 |
|
|
2019
Q2 | $367K | Buy |
+7,698
| New | +$367K | 0.07% | 106 |
|