SCA
Sage Capital Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-121,878
| Closed | -$6.66M | – | 139 |
|
|
2024
Q3 | $6.66M | Buy |
121,878
+1,600
| +1% | +$87.4K | 1.74% | 16 |
|
|
2024
Q2 | $6.38M | Buy |
120,278
+21,356
| +22% | +$1.13M | 1.83% | 14 |
|
|
2024
Q1 | $5.73M | Buy |
98,922
+4,589
| +5% | +$266K | 1.66% | 20 |
|
|
2023
Q4 | $5.17M | Buy |
94,333
+858
| +0.9% | +$47.1K | 1.67% | 20 |
|
|
2023
Q3 | $4.82M | Buy |
93,475
+875
| +0.9% | +$45.1K | 1.77% | 17 |
|
|
2023
Q2 | $4.93M | Buy |
92,600
+1,110
| +1% | +$59.1K | 1.73% | 18 |
|
|
2023
Q1 | $5.02M | Buy |
91,490
+6,663
| +8% | +$365K | 1.91% | 16 |
|
|
2022
Q4 | $4.27M | Buy |
84,827
+28,911
| +52% | +$1.46M | 1.89% | 19 |
|
|
2022
Q3 | $2.46M | Buy |
+55,916
| New | +$2.46M | 1.25% | 27 |
|