Summit Wealth & Retirement Planning’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,928
| Closed | -$274K | – | 110 |
|
|
2020
Q4 | $274K | Hold |
4,928
| – | – | 0.1% | 99 |
|
|
2020
Q3 | $232K | Hold |
4,928
| – | – | 0.1% | 97 |
|
|
2020
Q2 | $201K | Buy |
+4,928
| New | +$201K | 0.09% | 107 |
|
|
2020
Q1 | – | Sell |
-4,928
| Closed | -$270K | – | 119 |
|
|
2019
Q4 | $270K | Sell |
4,928
-245
| -5% | -$13.4K | 0.12% | 109 |
|
|
2019
Q3 | $246K | Sell |
5,173
-123
| -2% | -$5.85K | 0.15% | 109 |
|
|
2019
Q2 | $261K | Buy |
+5,296
| New | +$261K | 0.15% | 114 |
|