Strategic Wealth Partners’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
+11,263
| New | +$298K | 0.02% | 272 |
|
|
2024
Q4 | $381K | Sell |
9,949
-1,622
| -14% | -$62.2K | 0.03% | 235 |
|
|
2024
Q3 | $632K | Sell |
11,571
-4,083
| -26% | -$223K | 0.06% | 180 |
|
|
2024
Q2 | $830K | Buy |
15,654
+11,702
| +296% | +$621K | 0.09% | 151 |
|
|
2024
Q1 | $229K | Buy |
+3,952
| New | +$229K | 0.03% | 258 |
|