Sierra Summit Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-9,559
| Closed | -$522K | – | 157 |
|
2024
Q3 | $522K | Buy |
9,559
+1,451
| +18% | +$79.3K | 0.12% | 97 |
|
2024
Q2 | $430K | Buy |
8,108
+435
| +6% | +$23.1K | 0.11% | 105 |
|
2024
Q1 | $444K | Buy |
7,673
+42
| +0.6% | +$2.43K | 0.12% | 101 |
|
2023
Q4 | $418K | Buy |
+7,631
| New | +$418K | 0.12% | 99 |
|