Stamos Capital Partners’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-61,550
| Closed | -$3.17M | – | 123 |
|
|
2023
Q3 | $3.17M | Hold |
61,550
| – | – | 0.71% | 41 |
|
|
2023
Q2 | $3.28M | Buy |
61,550
+3,620
| +6% | +$193K | 0.77% | 38 |
|
|
2023
Q1 | $3.18M | Buy |
57,930
+4,680
| +9% | +$257K | 0.82% | 33 |
|
|
2022
Q4 | $2.68M | Sell |
53,250
-4,190
| -7% | -$211K | 0.85% | 40 |
|
|
2022
Q3 | $2.52M | Buy |
+57,440
| New | +$2.52M | 0.64% | 44 |
|