TKG Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,979
| Closed | -$218K | – | 100 |
|
2023
Q4 | $218K | Sell |
3,979
-1,400
| -26% | -$76.8K | 0.13% | 90 |
|
2023
Q3 | $277K | Buy |
5,379
+179
| +3% | +$9.23K | 0.18% | 80 |
|
2023
Q2 | $277K | Buy |
5,200
+1,100
| +27% | +$58.6K | 0.18% | 81 |
|
2023
Q1 | $225K | Buy |
+4,100
| New | +$225K | 0.14% | 80 |
|