Triangle Securities 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 |
-4,550
| Closed | -$249K | – | 200 |
|
|
2024
Q3 | $249K | Hold |
4,550
| – | – | 0.06% | 188 |
|
|
2024
Q2 | $241K | Hold |
4,550
| – | – | 0.07% | 189 |
|
|
2024
Q1 | $264K | Hold |
4,550
| – | – | 0.08% | 186 |
|
|
2023
Q4 | $250K | Hold |
4,550
| – | – | 0.08% | 181 |
|
|
2023
Q3 | $235K | Sell |
4,550
-100
| -2% | -$5.37K | 0.08% | 174 |
|
|
2023
Q2 | $248K | Sell |
4,650
-190
| -4% | -$10.1K | 0.09% | 173 |
|
|
2023
Q1 | $265K | Sell |
4,840
-64
| -1% | -$3.6K | 0.09% | 170 |
|
|
2022
Q4 | $247K | Sell |
4,904
-137
| -3% | -$6.69K | 0.09% | 174 |
|
|
2022
Q3 | $221K | Sell |
5,041
-98
| -2% | -$4.97K | 0.09% | 168 |
|
|
2022
Q2 | $265K | Buy |
5,139
+98
| +2% | +$6.28K | 0.1% | 160 |
|
|
2022
Q1 | $321K | Buy |
5,041
+7
| +0.1% | +$422 | 0.11% | 157 |
|
|
2021
Q4 | $286K | Hold |
5,034
| – | – | 0.09% | 162 |
|
|
2021
Q3 | $290K | Sell |
5,034
-276
| -5% | -$16.9K | 0.1% | 157 |
|
|
2021
Q2 | $336K | Sell |
5,310
-802
| -13% | -$53K | 0.11% | 154 |
|
|
2021
Q1 | $391K | Sell |
6,112
-79
| -1% | -$4.73K | 0.14% | 143 |
|
|
2020
Q4 | $344K | Hold |
6,191
| – | – | 0.14% | 146 |
|
|
2020
Q3 | $291K | Hold |
6,191
| – | – | 0.13% | 145 |
|
|
2020
Q2 | $252K | Sell |
6,191
-887
| -13% | -$32.5K | 0.12% | 145 |
|
|
2020
Q1 | $207K | Sell |
7,078
-2,097
| -23% | -$89.1K | 0.12% | 145 |
|
|
2019
Q4 | $502K | Sell |
9,175
-313
| -3% | -$16.2K | 0.22% | 111 |
|
|
2019
Q3 | $452K | Buy |
9,488
+16
| +0.2% | +$749 | 0.22% | 114 |
|
|
2019
Q2 | $460K | Buy |
+9,472
| New | +$500K | 0.23% | 106 |
|
Other funds holding DOW
