Royal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,815
| Closed | -$202K | – | 96 |
|
|
2024
Q2 | $202K | Buy |
3,815
+3
| +0.1% | +$159 | 0.15% | 85 |
|
|
2024
Q1 | $221K | Sell |
3,812
-47
| -1% | -$2.72K | 0.17% | 85 |
|
|
2023
Q4 | $212K | Buy |
+3,859
| New | +$212K | 0.18% | 86 |
|
|
2023
Q3 | – | Sell |
-4,004
| Closed | -$213K | – | 96 |
|
|
2023
Q2 | $213K | Sell |
4,004
-97
| -2% | -$5.17K | 0.2% | 88 |
|
|
2023
Q1 | $225K | Sell |
4,101
-198
| -5% | -$10.9K | 0.23% | 85 |
|
|
2022
Q4 | $217K | Buy |
+4,299
| New | +$217K | 0.23% | 87 |
|
|
2022
Q3 | – | Sell |
-4,293
| Closed | -$222K | – | 92 |
|
|
2022
Q2 | $222K | Sell |
4,293
-107
| -2% | -$5.53K | 0.24% | 84 |
|
|
2022
Q1 | $280K | Sell |
4,400
-129
| -3% | -$8.21K | 0.27% | 80 |
|
|
2021
Q4 | $257K | Buy |
+4,529
| New | +$257K | 0.25% | 85 |
|