Tradition 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 Q1	–	Sell	-772	Closed	-$42K	–	597
2023 Q4	$42K	Buy	772 +1	+0.1%	+$51	﹤0.01%	667
2023 Q3	$40K	Buy	771 +7	+0.9%	+$376	﹤0.01%	658
2023 Q2	$41K	Buy	764 +33	+5%	+$1.75K	﹤0.01%	686
2023 Q1	$40K	Sell	731 -14	-2%	-$788	0.01%	672
2022 Q4	$38K	Buy	745 +30	+4%	+$1.47K	0.01%	596
2022 Q3	$31K	Buy	715 +10	+1%	+$507	﹤0.01%	640
2022 Q2	$36K	Buy	705 +130	+23%	+$8.33K	0.01%	531
2022 Q1	$37K	Sell	575 -4	-0.7%	-$241	﹤0.01%	580
2021 Q4	$33K	Sell	579 -5,280	-90%	-$301K	﹤0.01%	627
2021 Q3	$337K	Sell	5,859 -661	-10%	-$40.5K	0.05%	206
2021 Q2	$413K	Sell	6,520 -497	-7%	-$32.8K	0.06%	197
2021 Q1	$449K	Buy	7,017 +4,333	+161%	+$259K	0.08%	167
2020 Q4	$149K	Buy	+2,684	New	+$139K	0.03%	256