TFO Wealth 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 |
-8
| Closed | -$463 | – | 252 |
|
2024
Q1 | $463 | Hold |
8
| – | – | ﹤0.01% | 283 |
|
2023
Q4 | $439 | Sell |
8
-3
| -27% | -$165 | ﹤0.01% | 368 |
|
2023
Q3 | $586 | Buy |
11
+3
| +38% | +$160 | ﹤0.01% | 415 |
|
2023
Q2 | $426 | Hold |
8
| – | – | ﹤0.01% | 316 |
|
2023
Q1 | $439 | Buy |
8
+6
| +300% | +$329 | ﹤0.01% | 275 |
|
2022
Q4 | $271 | Buy |
+2
| New | +$271 | ﹤0.01% | 576 |
|
2021
Q2 | – | Sell |
-350
| Closed | -$22K | – | 122 |
|
2021
Q1 | $22K | Buy |
+350
| New | +$22K | 0.01% | 97 |
|