Tradition 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
Q1 | – | Sell |
-772
| Closed | -$42K | – | 597 |
|
|
2023
Q4 | $42K | Buy |
772
+1
| +0.1% | +$54 | ﹤0.01% | 667 |
|
|
2023
Q3 | $40K | Buy |
771
+7
| +0.9% | +$363 | ﹤0.01% | 658 |
|
|
2023
Q2 | $41K | Buy |
764
+33
| +5% | +$1.77K | ﹤0.01% | 686 |
|
|
2023
Q1 | $40K | Sell |
731
-14
| -2% | -$766 | 0.01% | 672 |
|
|
2022
Q4 | $38K | Buy |
745
+30
| +4% | +$1.53K | 0.01% | 596 |
|
|
2022
Q3 | $31K | Buy |
715
+10
| +1% | +$434 | ﹤0.01% | 640 |
|
|
2022
Q2 | $36K | Buy |
705
+130
| +23% | +$6.64K | 0.01% | 531 |
|
|
2022
Q1 | $37K | Sell |
575
-4
| -0.7% | -$257 | ﹤0.01% | 580 |
|
|
2021
Q4 | $33K | Sell |
579
-5,280
| -90% | -$301K | ﹤0.01% | 627 |
|
|
2021
Q3 | $337K | Sell |
5,859
-661
| -10% | -$38K | 0.05% | 206 |
|
|
2021
Q2 | $413K | Sell |
6,520
-497
| -7% | -$31.5K | 0.06% | 197 |
|
|
2021
Q1 | $449K | Buy |
7,017
+4,333
| +161% | +$277K | 0.08% | 167 |
|
|
2020
Q4 | $149K | Buy |
+2,684
| New | +$149K | 0.03% | 256 |
|