Simplicity Solutions’s Dow Inc DOW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$1.16M Sell
21,207
-260
-1% -$14.3K 0.03% 407
2023
Q3
$1.11M Sell
21,467
-3,009
-12% -$155K 0.04% 391
2023
Q2
$1.3M Sell
24,476
-3,134
-11% -$167K 0.04% 399
2023
Q1
$1.51M Buy
27,610
+7,229
+35% +$396K 0.04% 383
2022
Q4
$1.03M Buy
20,381
+273
+1% +$13.8K 0.14% 182
2022
Q3
$883K Buy
20,108
+8,126
+68% +$357K 0.13% 196
2022
Q2
$618K Buy
11,982
+4,600
+62% +$237K 0.08% 269
2022
Q1
$470K Sell
7,382
-6,410
-46% -$408K 0.06% 316
2021
Q4
$782K Buy
13,792
+632
+5% +$35.8K 0.09% 272
2021
Q3
$757K Buy
13,160
+1,325
+11% +$76.2K 0.12% 191
2021
Q2
$749K Buy
11,835
+1,537
+15% +$97.3K 0.15% 151
2021
Q1
$659K Sell
10,298
-51,455
-83% -$3.29M 0.15% 159
2020
Q4
$3.43M Buy
61,753
+226
+0.4% +$12.5K 0.05% 279
2020
Q3
$2.9M Buy
61,527
+4,462
+8% +$210K 0.05% 267
2020
Q2
$2.33M Buy
57,065
+4,961
+10% +$202K 0.05% 282
2020
Q1
$1.52M Buy
52,104
+25,932
+99% +$758K 0.05% 259
2019
Q4
$1.43M Buy
26,172
+4,313
+20% +$236K 0.04% 301
2019
Q3
$1.04M Buy
21,859
+1,808
+9% +$86.2K 0.04% 290
2019
Q2
$989K Buy
+20,051
New +$989K 0.04% 258