Stockman Wealth Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-29,328
| Closed | -$1.38M | – | 196 |
|
|
2020
Q3 | $1.38M | Sell |
29,328
-1,487
| -5% | -$70K | 0.5% | 54 |
|
|
2020
Q2 | $1.26M | Sell |
30,815
-1,377
| -4% | -$56.1K | 0.47% | 54 |
|
|
2020
Q1 | $941K | Buy |
32,192
+3,895
| +14% | +$114K | 0.42% | 58 |
|
|
2019
Q4 | $1.55M | Sell |
28,297
-2,579
| -8% | -$141K | 0.55% | 53 |
|
|
2019
Q3 | $1.47M | Buy |
30,876
+2,559
| +9% | +$122K | 0.56% | 51 |
|
|
2019
Q2 | $1.4M | Buy |
+28,317
| New | +$1.4M | 0.57% | 52 |
|