THWM
Taylor Hoffman Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,186
| Closed | -$203K | – | 133 |
|
|
2022
Q1 | $203K | Buy |
+3,186
| New | +$203K | 0.08% | 130 |
|
|
2021
Q2 | – | Sell |
-3,186
| Closed | -$204K | – | 132 |
|
|
2021
Q1 | $204K | Buy |
+3,186
| New | +$204K | 0.09% | 120 |
|
|
2020
Q3 | – | Sell |
-3,485
| Closed | -$142K | – | 183 |
|
|
2020
Q2 | $142K | Buy |
+3,485
| New | +$142K | 0.09% | 132 |
|
|
2020
Q1 | – | Sell |
-3,988
| Closed | -$218K | – | 186 |
|
|
2019
Q4 | $218K | Sell |
3,988
-9
| -0.2% | -$492 | 0.14% | 117 |
|
|
2019
Q3 | $190K | Hold |
3,997
| – | – | 0.14% | 121 |
|
|
2019
Q2 | $197K | Buy |
+3,997
| New | +$197K | 0.16% | 117 |
|