Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.03K | Sell |
200
-72
| -26% | -$2.89K | ﹤0.01% | 527 |
|
|
2024
Q3 | $14.9K | Buy |
272
+1
| +0.4% | +$55 | ﹤0.01% | 454 |
|
|
2024
Q2 | $14.4K | Sell |
271
-354
| -57% | -$18.8K | ﹤0.01% | 444 |
|
|
2024
Q1 | $36.2K | Sell |
625
-1,293
| -67% | -$75K | 0.01% | 329 |
|
|
2023
Q4 | $105K | Sell |
1,918
-806
| -30% | -$44.2K | 0.03% | 213 |
|
|
2023
Q3 | $140K | Buy |
2,724
+2,048
| +303% | +$106K | 0.04% | 179 |
|
|
2023
Q2 | $36K | Sell |
676
-164
| -20% | -$8.74K | 0.01% | 328 |
|
|
2023
Q1 | $46.1K | Sell |
840
-1,003
| -54% | -$55K | 0.01% | 303 |
|
|
2022
Q4 | $92.9K | Sell |
1,843
-245
| -12% | -$12.3K | 0.02% | 203 |
|
|
2022
Q3 | $92K | Buy |
2,088
+420
| +25% | +$18.5K | 0.02% | 203 |
|
|
2022
Q2 | $86K | Buy |
1,668
+641
| +62% | +$33K | 0.02% | 205 |
|
|
2022
Q1 | $65K | Buy |
1,027
+3
| +0.3% | +$190 | 0.02% | 240 |
|
|
2021
Q4 | $58K | Buy |
1,024
+103
| +11% | +$5.83K | 0.01% | 268 |
|
|
2021
Q3 | $53K | Sell |
921
-211
| -19% | -$12.1K | 0.01% | 255 |
|
|
2021
Q2 | $72K | Buy |
1,132
+3
| +0.3% | +$191 | 0.02% | 223 |
|
|
2021
Q1 | $72 | Buy |
1,129
+2
| +0.2% | – | 0.02% | 224 |
|
|
2020
Q4 | $63K | Buy |
1,127
+3
| +0.3% | +$168 | 0.02% | 229 |
|
|
2020
Q3 | $53K | Sell |
1,124
-127
| -10% | -$5.99K | 0.02% | 231 |
|
|
2020
Q2 | $51K | Buy |
1,251
+5
| +0.4% | +$204 | 0.02% | 230 |
|
|
2020
Q1 | $36K | Buy |
1,246
+65
| +6% | +$1.88K | 0.02% | 254 |
|
|
2019
Q4 | $65K | Buy |
+1,181
| New | +$65K | 0.03% | 224 |
|