Signature Wealth Management Partners’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 |
-7,886
| Closed | -$431K | – | 105 |
|
|
2024
Q3 | $431K | Hold |
7,886
| – | – | 0.31% | 62 |
|
|
2024
Q2 | $418K | Hold |
7,886
| – | – | 0.32% | 61 |
|
|
2024
Q1 | $457K | Buy |
7,886
+900
| +13% | +$52.1K | 0.37% | 59 |
|
|
2023
Q4 | $383K | Sell |
6,986
-125
| -2% | -$6.86K | 0.34% | 64 |
|
|
2023
Q3 | $367K | Hold |
7,111
| – | – | 0.36% | 59 |
|
|
2023
Q2 | $379K | Buy |
+7,111
| New | +$379K | 0.35% | 61 |
|
|
2022
Q2 | – | Sell |
-4,786
| Closed | -$305K | – | 110 |
|
|
2022
Q1 | $305K | Sell |
4,786
-625
| -12% | -$39.8K | 0.26% | 81 |
|
|
2021
Q4 | $307K | Hold |
5,411
| – | – | 0.26% | 82 |
|
|
2021
Q3 | $311K | Hold |
5,411
| – | – | 0.28% | 78 |
|
|
2021
Q2 | $342K | Sell |
5,411
-4,045
| -43% | -$256K | 0.31% | 74 |
|
|
2021
Q1 | $605K | Sell |
9,456
-200
| -2% | -$12.8K | 0.58% | 46 |
|
|
2020
Q4 | $536K | Buy |
+9,656
| New | +$536K | 0.54% | 46 |
|