Ropes Wealth Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $240K | Sell |
4,660
-3,980
| -46% | -$205K | 0.05% | 237 |
|
|
2023
Q2 | $460K | Buy |
8,640
+930
| +12% | +$49.5K | 0.08% | 174 |
|
|
2023
Q1 | $423K | Buy |
7,710
+1,054
| +16% | +$57.8K | 0.08% | 185 |
|
|
2022
Q4 | $335K | Buy |
6,656
+307
| +5% | +$15.5K | 0.06% | 205 |
|
|
2022
Q3 | $279K | Sell |
6,349
-76
| -1% | -$3.34K | 0.06% | 201 |
|
|
2022
Q2 | $332K | Sell |
6,425
-461
| -7% | -$23.8K | 0.07% | 200 |
|
|
2022
Q1 | $439K | Sell |
6,886
-88
| -1% | -$5.61K | 0.08% | 208 |
|
|
2021
Q4 | $396K | Sell |
6,974
-3,168
| -31% | -$180K | 0.07% | 188 |
|
|
2021
Q3 | $584K | Buy |
10,142
+1,138
| +13% | +$65.5K | 0.09% | 165 |
|
|
2021
Q2 | $570K | Sell |
9,004
-861
| -9% | -$54.5K | 0.09% | 165 |
|
|
2021
Q1 | $676K | Buy |
9,865
+710
| +8% | +$48.7K | 0.12% | 138 |
|
|
2020
Q4 | $508K | Sell |
9,155
-2,900
| -24% | -$161K | 0.08% | 153 |
|
|
2020
Q3 | $567K | Sell |
12,055
-344
| -3% | -$16.2K | 0.11% | 134 |
|
|
2020
Q2 | $505K | Buy |
12,399
+141
| +1% | +$5.74K | 0.1% | 137 |
|
|
2020
Q1 | $358K | Sell |
12,258
-2,358
| -16% | -$68.9K | 0.09% | 139 |
|
|
2019
Q4 | $800K | Sell |
14,616
-4,959
| -25% | -$271K | 0.17% | 106 |
|
|
2019
Q3 | $933K | Buy |
19,575
+191
| +1% | +$9.1K | 0.2% | 99 |
|
|
2019
Q2 | $956K | Buy |
+19,384
| New | +$956K | 0.2% | 92 |
|