Shelton Capital Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-44,043
| Closed | -$1.54M | – | 723 |
|
|
2025
Q1 | $1.54M | Sell |
44,043
-119,016
| -73% | -$4.57M | 0.04% | 243 |
|
|
2024
Q4 | $6.54M | Sell |
163,059
-13,396
| -8% | -$625K | 0.16% | 134 |
|
|
2024
Q3 | $9.64M | Buy |
176,455
+18,084
| +11% | +$955K | 0.25% | 98 |
|
|
2024
Q2 | $8.4M | Buy |
158,371
+26,914
| +20% | +$1.54M | 0.23% | 105 |
|
|
2024
Q1 | $7.62M | Buy |
131,457
+121,135
| +1,174% | +$6.69M | 0.22% | 110 |
|
|
2023
Q4 | $566K | Sell |
10,322
-6,080
| -37% | -$311K | 0.02% | 322 |
|
|
2023
Q3 | $846K | Sell |
16,402
-432
| -3% | -$23.2K | 0.03% | 275 |
|
|
2023
Q2 | $897K | Buy |
16,834
+10
| +0.1% | +$532 | 0.03% | 276 |
|
|
2023
Q1 | $922K | Sell |
16,824
-776
| -4% | -$43.7K | 0.04% | 243 |
|
|
2022
Q4 | $887K | Sell |
17,600
-9,228
| -34% | -$451K | 0.09% | 218 |
|
|
2022
Q3 | $1.18M | Sell |
26,828
-28,597
| -52% | -$1.45M | 0.06% | 232 |
|
|
2022
Q2 | $2.86M | Sell |
55,425
-5,884
| -10% | -$377K | 0.13% | 171 |
|
|
2022
Q1 | $3.91M | Sell |
61,309
-300
| -0.5% | -$18.1K | 0.15% | 159 |
|
|
2021
Q4 | $3.49M | Sell |
61,609
-112,898
| -65% | -$6.44M | 0.12% | 176 |
|
|
2021
Q3 | $10M | Buy |
174,507
+5,704
| +3% | +$349K | 0.39% | 49 |
|
|
2021
Q2 | $10.7M | Buy |
168,803
+98,692
| +141% | +$6.52M | 0.4% | 52 |
|
|
2021
Q1 | $4.48M | Buy |
70,111
+15,600
| +29% | +$934K | 0.16% | 133 |
|
|
2020
Q4 | $3.02M | Buy |
54,511
+37,454
| +220% | +$1.93M | 0.14% | 155 |
|
|
2020
Q3 | $803K | Sell |
17,057
-49,024
| -74% | -$2.2M | 0.03% | 370 |
|
|
2020
Q2 | $2.69M | Hold |
66,081
| – | – | 0.15% | 136 |
|
|
2020
Q1 | $1.93M | Hold |
66,081
| – | – | 0.16% | 136 |
|
|
2019
Q4 | $3.62M | Sell |
66,081
-580
| -0.9% | -$30K | 0.2% | 101 |
|
|
2019
Q3 | $3.18M | Sell |
66,661
-6,052
| -8% | -$283K | 0.19% | 99 |
|
|
2019
Q2 | $3.58M | Buy |
+72,713
| New | +$3.84M | 0.21% | 95 |
|
Other funds holding DOW
