SWM
SeaCrest Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
10,306
-2,165
| -17% | -$57.3K | 0.03% | 481 |
|
|
2025
Q1 | $435K | Buy |
12,471
+609
| +5% | +$21.3K | 0.05% | 373 |
|
|
2024
Q4 | $476K | Buy |
11,862
+273
| +2% | +$11K | 0.05% | 349 |
|
|
2024
Q3 | $633K | Sell |
11,589
-11,248
| -49% | -$614K | 0.07% | 290 |
|
|
2024
Q2 | $1.21M | Sell |
22,837
-489
| -2% | -$25.9K | 0.14% | 145 |
|
|
2024
Q1 | $1.35M | Sell |
23,326
-11,121
| -32% | -$644K | 0.17% | 127 |
|
|
2023
Q4 | $1.89M | Sell |
34,447
-570
| -2% | -$31.2K | 0.23% | 84 |
|
|
2023
Q3 | $1.81M | Sell |
35,017
-1,063
| -3% | -$54.8K | 0.23% | 84 |
|
|
2023
Q2 | $1.92M | Buy |
36,080
+512
| +1% | +$27.3K | 0.24% | 82 |
|
|
2023
Q1 | $1.95M | Sell |
35,568
-260
| -0.7% | -$14.3K | 0.26% | 77 |
|
|
2022
Q4 | $1.81M | Buy |
35,828
+10,862
| +44% | +$547K | 0.26% | 78 |
|
|
2022
Q3 | $1.1M | Sell |
24,966
-5,865
| -19% | -$258K | 0.17% | 132 |
|
|
2022
Q2 | $1.59M | Sell |
30,831
-1,123
| -4% | -$58K | 0.2% | 92 |
|
|
2022
Q1 | $2.04M | Buy |
31,954
+4,250
| +15% | +$271K | 0.23% | 79 |
|
|
2021
Q4 | $1.57M | Buy |
27,704
+1,597
| +6% | +$90.6K | 0.17% | 116 |
|
|
2021
Q3 | $1.5M | Buy |
26,107
+1,020
| +4% | +$58.7K | 0.18% | 116 |
|
|
2021
Q2 | $1.59M | Sell |
25,087
-322
| -1% | -$20.4K | 0.19% | 106 |
|
|
2021
Q1 | $1.63M | Buy |
25,409
+1,085
| +4% | +$69.4K | 0.22% | 96 |
|
|
2020
Q4 | $1.35M | Buy |
24,324
+140
| +0.6% | +$7.77K | 0.19% | 114 |
|
|
2020
Q3 | $1.14M | Buy |
24,184
+3,238
| +15% | +$152K | 0.18% | 118 |
|
|
2020
Q2 | $854K | Sell |
20,946
-2,623
| -11% | -$107K | 0.15% | 157 |
|
|
2020
Q1 | $689K | Buy |
23,569
+1,472
| +7% | +$43K | 0.15% | 158 |
|
|
2019
Q4 | $1.21M | Buy |
22,097
+358
| +2% | +$19.6K | 0.2% | 114 |
|
|
2019
Q3 | $1.04M | Buy |
21,739
+3,864
| +22% | +$184K | 0.19% | 130 |
|
|
2019
Q2 | $881K | Buy |
+17,875
| New | +$881K | 0.18% | 134 |
|