TAIM
TD Ameritrade Investment Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-166
| Closed | -$9K | – | 120 |
|
|
2023
Q2 | $9K | Sell |
166
-257
| -61% | -$13.9K | ﹤0.01% | 358 |
|
|
2023
Q1 | $23K | Sell |
423
-274
| -39% | -$14.9K | ﹤0.01% | 291 |
|
|
2022
Q4 | $35K | Sell |
697
-8,486
| -92% | -$426K | ﹤0.01% | 277 |
|
|
2022
Q3 | $403K | Sell |
9,183
-1,832
| -17% | -$80.4K | ﹤0.01% | 153 |
|
|
2022
Q2 | $569K | Sell |
11,015
-2,617
| -19% | -$135K | 0.01% | 147 |
|
|
2022
Q1 | $869K | Buy |
13,632
+338
| +3% | +$21.5K | 0.01% | 144 |
|
|
2021
Q4 | $754K | Buy |
13,294
+349
| +3% | +$19.8K | 0.01% | 150 |
|
|
2021
Q3 | $609K | Buy |
12,945
+1,026
| +9% | +$48.3K | 0.01% | 146 |
|
|
2021
Q2 | $754K | Buy |
11,919
+1,177
| +11% | +$74.5K | 0.01% | 137 |
|
|
2021
Q1 | $596K | Hold |
10,742
| – | – | ﹤0.01% | 139 |
|
|
2020
Q4 | $596K | Sell |
10,742
-2,203
| -17% | -$122K | ﹤0.01% | 139 |
|
|
2020
Q3 | $609K | Buy |
12,945
+25
| +0.2% | +$1.18K | 0.01% | 146 |
|
|
2020
Q2 | $527K | Buy |
12,920
+539
| +4% | +$22K | ﹤0.01% | 156 |
|
|
2020
Q1 | $362K | Sell |
12,381
-1,215
| -9% | -$35.5K | ﹤0.01% | 174 |
|
|
2019
Q4 | $744K | Buy |
13,596
+861
| +7% | +$47.1K | 0.01% | 149 |
|
|
2019
Q3 | $607K | Buy |
12,735
+2,094
| +20% | +$99.8K | ﹤0.01% | 152 |
|
|
2019
Q2 | $525K | Buy |
+10,641
| New | +$525K | ﹤0.01% | 149 |
|