TW
Transform Wealth’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,143
| Closed | -$226K | – | 263 |
|
|
2024
Q3 | $226K | Buy |
4,143
+32
| +0.8% | +$1.75K | 0.02% | 208 |
|
|
2024
Q2 | $218K | Buy |
4,111
+29
| +0.7% | +$1.54K | 0.02% | 202 |
|
|
2024
Q1 | $236K | Sell |
4,082
-118
| -3% | -$6.84K | 0.02% | 202 |
|
|
2023
Q4 | $230K | Buy |
4,200
+176
| +4% | +$9.65K | 0.02% | 219 |
|
|
2023
Q3 | $207K | Sell |
4,024
-2,941
| -42% | -$152K | 0.02% | 230 |
|
|
2023
Q2 | $371K | Buy |
6,965
+198
| +3% | +$10.5K | 0.03% | 199 |
|
|
2023
Q1 | $371K | Sell |
6,767
-747
| -10% | -$40.9K | 0.04% | 196 |
|
|
2022
Q4 | $379K | Sell |
7,514
-4,700
| -38% | -$237K | 0.04% | 167 |
|
|
2022
Q3 | $537K | Sell |
12,214
-97,761
| -89% | -$4.3M | 0.07% | 115 |
|
|
2022
Q2 | $5.68M | Sell |
109,975
-764
| -0.7% | -$39.4K | 0.84% | 46 |
|
|
2022
Q1 | $7.06M | Sell |
110,739
-54
| -0% | -$3.44K | 0.79% | 43 |
|
|
2021
Q4 | $6.28M | Sell |
110,793
-6,240
| -5% | -$354K | 0.66% | 55 |
|
|
2021
Q3 | $6.74M | Sell |
117,033
-20,337
| -15% | -$1.17M | 0.77% | 48 |
|
|
2021
Q2 | $8.69M | Buy |
137,370
+61,072
| +80% | +$3.86M | 1.06% | 28 |
|
|
2021
Q1 | $4.88M | Buy |
76,298
+5,261
| +7% | +$336K | 0.98% | 34 |
|
|
2020
Q4 | $3.94M | Sell |
71,037
-70,983
| -50% | -$3.94M | 0.82% | 43 |
|
|
2020
Q3 | $6.68M | Buy |
142,020
+5,853
| +4% | +$275K | 1.08% | 29 |
|
|
2020
Q2 | $5.55M | Buy |
+136,167
| New | +$5.55M | 0.95% | 37 |
|
|
2019
Q3 | – | Sell |
-7,196
| Closed | -$355K | – | 218 |
|
|
2019
Q2 | $355K | Buy |
+7,196
| New | +$355K | 0.05% | 196 |
|