SBSB
Sullivan, Bruyette, Speros & Blaney’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $296K | Buy |
4,632
+871
| +23% | +$55.7K | 0.01% | 243 |
|
|
2020
Q4 | $209K | Sell |
3,761
-309
| -8% | -$17.2K | 0.01% | 276 |
|
|
2020
Q3 | $191K | Sell |
4,070
-789
| -16% | -$37K | 0.01% | 254 |
|
|
2020
Q2 | $198K | Buy |
4,859
+429
| +10% | +$17.5K | 0.01% | 239 |
|
|
2020
Q1 | $130K | Buy |
4,430
+337
| +8% | +$9.89K | 0.01% | 265 |
|
|
2019
Q4 | $224K | Sell |
4,093
-125
| -3% | -$6.84K | 0.01% | 232 |
|
|
2019
Q3 | $201K | Sell |
4,218
-55
| -1% | -$2.62K | 0.01% | 233 |
|
|
2019
Q2 | $211K | Buy |
+4,273
| New | +$211K | 0.01% | 220 |
|