Trifecta Capital Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Sell |
400
-29
| -7% | -$768 | ﹤0.01% | 234 |
|
|
2025
Q1 | $15K | Sell |
429
-6
| -1% | -$210 | ﹤0.01% | 201 |
|
|
2024
Q4 | $17.5K | Hold |
435
| – | – | ﹤0.01% | 193 |
|
|
2024
Q3 | $23.8K | Sell |
435
-25
| -5% | -$1.37K | 0.01% | 181 |
|
|
2024
Q2 | $24.4K | Hold |
460
| – | – | 0.01% | 174 |
|
|
2024
Q1 | $26.6K | Hold |
460
| – | – | 0.01% | 162 |
|
|
2023
Q4 | $25.2K | Hold |
460
| – | – | 0.01% | 164 |
|
|
2023
Q3 | $23.7K | Buy |
460
+25
| +6% | +$1.29K | 0.01% | 172 |
|
|
2023
Q2 | $23.2K | Hold |
435
| – | – | 0.01% | 177 |
|
|
2023
Q1 | $23.8K | Hold |
435
| – | – | 0.01% | 177 |
|
|
2022
Q4 | $21.9K | Buy |
+435
| New | +$21.9K | 0.01% | 170 |
|