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Roundview Capital’s Dow Inc DOW Stock Holding History

Roundview Capital’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
2022
Q3 		– Sell
-4,431
Closed -$229K – 274
2022
Q2 		$229K Sell
4,431
-48
-1% -$3.07K 0.03% 265
2022
Q1 		$285K Hold
4,479
– – 0.03% 263
2021
Q4 		$254K Sell
4,479
-948
-17% -$54.1K 0.03% 275
2021
Q3 		$312K Buy
5,427
+2,202
+68% +$135K 0.03% 259
2021
Q2 		$204K Sell
3,225
-106
-3% -$7K 0.02% 272
2021
Q1 		$213K Buy
+3,331
New +$199K 0.03% 258
2020
Q4 		– Sell
-14,592
Closed -$687K – 249
2020
Q3 		$687K Sell
14,592
-420
-3% -$18.9K 0.11% 168
2020
Q2 		$612K Sell
15,012
-2,522
-14% -$92.3K 0.1% 180
2020
Q1 		$513K Sell
17,534
-4,659
-21% -$198K 0.11% 172
2019
Q4 		$1.22M Sell
22,193
-127
-0.6% -$6.56K 0.23% 123
2019
Q3 		$1.06M Sell
22,320
-265
-1% -$12.4K 0.23% 122
2019
Q2 		$1.11M Buy
+22,585
New +$1.19M 0.25% 113

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