Tilia Fiduciary Partners’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,559
| Closed | -$136K | – | 201 |
|
|
2023
Q2 | $136K | Buy |
2,559
+311
| +14% | +$16.6K | 0.12% | 110 |
|
|
2023
Q1 | $123K | Buy |
2,248
+1,649
| +275% | +$90.4K | 0.12% | 122 |
|
|
2022
Q4 | $30.2K | Buy |
599
+342
| +133% | +$17.2K | 0.03% | 247 |
|
|
2022
Q3 | $11K | Sell |
257
-570
| -69% | -$24.4K | 0.01% | 359 |
|
|
2022
Q2 | $42K | Sell |
827
-64
| -7% | -$3.25K | 0.04% | 221 |
|
|
2022
Q1 | $57K | Buy |
891
+81
| +10% | +$5.18K | 0.05% | 209 |
|
|
2021
Q4 | $46K | Buy |
+810
| New | +$46K | 0.04% | 232 |
|