Total Clarity Wealth Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-37,298
| Closed | -$2.04M | – | 276 |
|
|
2024
Q3 | $2.04M | Sell |
37,298
-322
| -0.9% | -$17.6K | 0.66% | 41 |
|
|
2024
Q2 | $2M | Sell |
37,620
-7,518
| -17% | -$399K | 0.69% | 40 |
|
|
2024
Q1 | $2.61M | Sell |
45,138
-9,142
| -17% | -$530K | 0.91% | 27 |
|
|
2023
Q4 | $2.98M | Sell |
54,280
-1,727
| -3% | -$94.7K | 1.22% | 16 |
|
|
2023
Q3 | $2.89M | Sell |
56,007
-625
| -1% | -$32.2K | 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% | -$70.6K | 1.74% | 8 |
|
|
2022
Q4 | $3.02M | Buy |
59,855
+2,982
| +5% | +$150K | 1.54% | 9 |
|
|
2022
Q3 | $2.5M | Sell |
56,873
-1,040
| -2% | -$45.7K | 1.56% | 13 |
|
|
2022
Q2 | $2.99M | Sell |
57,913
-6,150
| -10% | -$317K | 1.55% | 8 |
|
|
2022
Q1 | $4.08M | Buy |
64,063
+16,046
| +33% | +$1.02M | 2.24% | 6 |
|
|
2021
Q4 | $2.72M | Buy |
48,017
+200
| +0.4% | +$11.3K | 1.24% | 15 |
|
|
2021
Q3 | $2.75M | Buy |
47,817
+100
| +0.2% | +$5.76K | 1.31% | 13 |
|
|
2021
Q2 | $3.02M | Sell |
47,717
-43
| -0.1% | -$2.72K | 1.69% | 12 |
|
|
2021
Q1 | $3.05M | Sell |
47,760
-550
| -1% | -$35.2K | 1.75% | 9 |
|
|
2020
Q4 | $2.68M | Buy |
48,310
+50
| +0.1% | +$2.78K | 1.86% | 14 |
|
|
2020
Q3 | $2.27M | Sell |
48,260
-483
| -1% | -$22.7K | 1.98% | 12 |
|
|
2020
Q2 | $1.99M | Buy |
+48,743
| New | +$1.99M | 1.82% | 14 |
|
|
2020
Q1 | – | Sell |
-208
| Closed | -$11K | – | 213 |
|
|
2019
Q4 | $11K | Buy |
+208
| New | +$11K | 0.01% | 482 |
|