TD Private Client Wealth’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
12,344
+424
| +4% | +$11.2K | 0.01% | 544 |
|
|
2025
Q1 | $416K | Buy |
11,920
+4,558
| +62% | +$159K | 0.01% | 471 |
|
|
2024
Q4 | $295K | Sell |
7,362
-6,867
| -48% | -$276K | 0.01% | 533 |
|
|
2024
Q3 | $777K | Buy |
14,229
+4,401
| +45% | +$240K | 0.02% | 399 |
|
|
2024
Q2 | $521K | Buy |
9,828
+31
| +0.3% | +$1.65K | 0.02% | 430 |
|
|
2024
Q1 | $568K | Buy |
9,797
+46
| +0.5% | +$2.67K | 0.02% | 434 |
|
|
2023
Q4 | $535K | Buy |
9,751
+158
| +2% | +$8.67K | 0.02% | 429 |
|
|
2023
Q3 | $495K | Sell |
9,593
-9,110
| -49% | -$470K | 0.02% | 413 |
|
|
2023
Q2 | $996K | Sell |
18,703
-933
| -5% | -$49.7K | 0.04% | 333 |
|
|
2023
Q1 | $1.08M | Buy |
19,636
+285
| +1% | +$15.6K | 0.05% | 317 |
|
|
2022
Q4 | $975K | Sell |
19,351
-316
| -2% | -$15.9K | 0.05% | 328 |
|
|
2022
Q3 | $864K | Sell |
19,667
-185
| -0.9% | -$8.13K | 0.04% | 333 |
|
|
2022
Q2 | $1.02M | Sell |
19,852
-445
| -2% | -$23K | 0.05% | 310 |
|
|
2022
Q1 | $1.29M | Sell |
20,297
-1,025
| -5% | -$65.3K | 0.06% | 299 |
|
|
2021
Q4 | $1.21M | Buy |
21,322
+404
| +2% | +$22.9K | 0.05% | 311 |
|
|
2021
Q3 | $1.2M | Sell |
20,918
-3,340
| -14% | -$192K | 0.05% | 305 |
|
|
2021
Q2 | $1.54M | Sell |
24,258
-52,158
| -68% | -$3.3M | 0.07% | 272 |
|
|
2021
Q1 | $4.89M | Buy |
76,416
+210
| +0.3% | +$13.4K | 0.23% | 104 |
|
|
2020
Q4 | $4.23M | Sell |
76,206
-157
| -0.2% | -$8.71K | 0.21% | 112 |
|
|
2020
Q3 | $3.59M | Sell |
76,363
-225
| -0.3% | -$10.6K | 0.2% | 116 |
|
|
2020
Q2 | $3.12M | Sell |
76,588
-675
| -0.9% | -$27.5K | 0.18% | 123 |
|
|
2020
Q1 | $2.26M | Buy |
77,263
+25,758
| +50% | +$753K | 0.16% | 131 |
|
|
2019
Q4 | $2.82M | Buy |
+51,505
| New | +$2.82M | 0.17% | 142 |
|