Total Clarity Wealth Management’s Dow Inc DOW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-37,298	Closed	-$2.04M	–	278
2024 Q3	$2.04M	Sell	37,298 -322	-0.9%	-$17K	0.66%	41
2024 Q2	$2M	Sell	37,620 -7,518	-17%	-$430K	0.69%	40
2024 Q1	$2.61M	Sell	45,138 -9,142	-17%	-$505K	0.91%	27
2023 Q4	$2.98M	Sell	54,280 -1,727	-3%	-$88.2K	1.22%	16
2023 Q3	$2.89M	Sell	56,007 -625	-1%	-$33.6K	1.39%	11
2023 Q2	$3.02M	Sell	56,632 -1,936	-3%	-$103K	1.5%	10
2023 Q1	$3.21M	Sell	58,568 -1,287	-2%	-$72.4K	1.74%	8
2022 Q4	$3.02M	Buy	59,855 +2,982	+5%	+$146K	1.54%	9
2022 Q3	$2.5M	Sell	56,873 -1,040	-2%	-$52.7K	1.56%	13
2022 Q2	$2.99M	Sell	57,913 -6,150	-10%	-$394K	1.55%	8
2022 Q1	$4.08M	Buy	64,063 +16,046	+33%	+$968K	2.24%	6
2021 Q4	$2.72M	Buy	48,017 +200	+0.4%	+$11.4K	1.24%	15
2021 Q3	$2.75M	Buy	47,817 +100	+0.2%	+$6.12K	1.31%	13
2021 Q2	$3.02M	Sell	47,717 -43	-0.1%	-$2.84K	1.69%	12
2021 Q1	$3.05M	Sell	47,760 -550	-1%	-$32.9K	1.75%	9
2020 Q4	$2.68M	Buy	48,310 +50	+0.1%	+$2.58K	1.86%	14
2020 Q3	$2.27M	Sell	48,260 -483	-1%	-$21.7K	1.98%	12
2020 Q2	$1.99M	Buy	+48,743	New	+$1.78M	1.82%	14
2020 Q1	–	Sell	-208	Closed	-$11K	–	213
2019 Q4	$11K	Buy	+208	New	+$10.7K	0.01%	482