Sterling Investment Advisors (Pennsylvania)’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,826
| Closed | -$146K | – | 223 |
|
|
2022
Q2 | $146K | Buy |
2,826
+4
| +0.1% | +$207 | 0.05% | 151 |
|
|
2022
Q1 | $180K | Buy |
2,822
+4
| +0.1% | +$255 | 0.05% | 148 |
|
|
2021
Q4 | $160K | Buy |
2,818
+5
| +0.2% | +$284 | 0.05% | 159 |
|
|
2021
Q3 | $162K | Sell |
2,813
-26
| -0.9% | -$1.5K | 0.05% | 158 |
|
|
2021
Q2 | $180K | Buy |
2,839
+226
| +9% | +$14.3K | 0.05% | 152 |
|
|
2021
Q1 | $167K | Buy |
2,613
+8
| +0.3% | +$511 | 0.05% | 148 |
|
|
2020
Q4 | $145K | Sell |
2,605
-229
| -8% | -$12.7K | 0.05% | 149 |
|
|
2020
Q3 | $133K | Sell |
2,834
-45
| -2% | -$2.11K | 0.05% | 142 |
|
|
2020
Q2 | $117K | Sell |
2,879
-25
| -0.9% | -$1.02K | 0.05% | 151 |
|
|
2020
Q1 | $84K | Buy |
2,904
+1,245
| +75% | +$36K | 0.04% | 157 |
|
|
2019
Q4 | $90K | Sell |
1,659
-1,541
| -48% | -$83.6K | 0.04% | 158 |
|
|
2019
Q3 | $152K | Sell |
3,200
-14,907
| -82% | -$708K | 0.08% | 127 |
|
|
2019
Q2 | $893K | Buy |
+18,107
| New | +$893K | 0.46% | 62 |
|