Sweet Financial Partners’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,613
| Closed | -$383K | – | 195 |
|
|
2024
Q1 | $383K | Buy |
6,613
+3
| +0% | +$174 | 0.09% | 140 |
|
|
2023
Q4 | $362K | Sell |
6,610
-10
| -0.2% | -$548 | 0.09% | 140 |
|
|
2023
Q3 | $341K | Buy |
6,620
+3
| +0% | +$155 | 0.09% | 134 |
|
|
2023
Q2 | $352K | Buy |
6,617
+3
| +0% | +$160 | 0.09% | 131 |
|
|
2023
Q1 | $363K | Buy |
6,614
+76
| +1% | +$4.17K | 0.1% | 123 |
|
|
2022
Q4 | $329K | Buy |
6,538
+2
| +0% | +$101 | 0.1% | 128 |
|
|
2022
Q3 | $287K | Sell |
6,536
-330
| -5% | -$14.5K | 0.09% | 134 |
|
|
2022
Q2 | $354K | Buy |
6,866
+2
| +0% | +$103 | 0.11% | 117 |
|
|
2022
Q1 | $437K | Buy |
6,864
+1,938
| +39% | +$123K | 0.12% | 105 |
|
|
2021
Q4 | $279K | Buy |
+4,926
| New | +$279K | 0.12% | 113 |
|