TA
Tiedemann Advisors’s Dow Inc DOW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $311K | Buy |
6,026
+1,938
| +47% | +$99.9K | 0.01% | 215 |
|
2023
Q2 | $218K | Buy |
+4,088
| New | +$218K | 0.01% | 236 |
|
2022
Q2 | – | Sell |
-26,465
| Closed | -$1.69M | – | 252 |
|
2022
Q1 | $1.69M | Buy |
26,465
+148
| +0.6% | +$9.43K | 0.09% | 102 |
|
2021
Q4 | $1.49M | Sell |
26,317
-120
| -0.5% | -$6.81K | 0.07% | 108 |
|
2021
Q3 | $1.52M | Sell |
26,437
-16,907
| -39% | -$973K | 0.08% | 104 |
|
2021
Q2 | $2.74M | Buy |
43,344
+1,013
| +2% | +$64.1K | 0.11% | 90 |
|
2021
Q1 | $2.71M | Buy |
42,331
+104
| +0.2% | +$6.65K | 0.12% | 87 |
|
2020
Q4 | $2.35M | Buy |
42,227
+43
| +0.1% | +$2.39K | 0.11% | 92 |
|
2020
Q3 | $1.99M | Hold |
42,184
| – | – | 0.1% | 126 |
|
2020
Q2 | $1.72M | Buy |
42,184
+5,419
| +15% | +$221K | 0.09% | 122 |
|
2020
Q1 | $1.08M | Sell |
36,765
-42,991
| -54% | -$1.26M | 0.07% | 147 |
|
2019
Q4 | $4.36M | Sell |
79,756
-3,984
| -5% | -$218K | 0.21% | 74 |
|
2019
Q3 | $3.99M | Buy |
83,740
+2,604
| +3% | +$124K | 0.19% | 85 |
|
2019
Q2 | $4M | Buy |
81,136
+59,567
| +276% | +$2.94M | 0.2% | 80 |
|
2019
Q1 | $1.21M | Buy |
+21,569
| New | +$1.21M | 0.06% | 193 |
|