Schubert & Co’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,919
| Closed | -$160K | – | 457 |
|
|
2023
Q1 | $160K | Buy |
2,919
+8
| +0.3% | +$439 | 0.14% | 38 |
|
|
2022
Q4 | $147K | Sell |
2,911
-57
| -2% | -$2.87K | 0.13% | 36 |
|
|
2022
Q3 | $130K | Buy |
2,968
+57
| +2% | +$2.5K | 0.12% | 37 |
|
|
2022
Q2 | $150K | Buy |
2,911
+177
| +6% | +$9.12K | 0.14% | 36 |
|
|
2022
Q1 | $174K | Buy |
2,734
+134
| +5% | +$8.53K | 0.19% | 26 |
|
|
2021
Q4 | $147K | Buy |
+2,600
| New | +$147K | 0.15% | 30 |
|