TrinityPoint Wealth’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,858
| Closed | -$1.03M | – | 314 |
|
|
2024
Q1 | $1.03M | Buy |
17,858
+1,319
| +8% | +$76.4K | 0.17% | 131 |
|
|
2023
Q4 | $907K | Sell |
16,539
-1,910
| -10% | -$105K | 0.16% | 130 |
|
|
2023
Q3 | $951K | Sell |
18,449
-580
| -3% | -$29.9K | 0.19% | 121 |
|
|
2023
Q2 | $1.01M | Sell |
19,029
-241
| -1% | -$12.8K | 0.2% | 116 |
|
|
2023
Q1 | $1.06M | Buy |
19,270
+107
| +0.6% | +$5.87K | 0.23% | 109 |
|
|
2022
Q4 | $966K | Sell |
19,163
-629
| -3% | -$31.7K | 0.22% | 110 |
|
|
2022
Q3 | $869K | Buy |
19,792
+1,814
| +10% | +$79.6K | 0.2% | 119 |
|
|
2022
Q2 | $928K | Sell |
17,978
-10
| -0.1% | -$516 | 0.21% | 108 |
|
|
2022
Q1 | $1.15M | Buy |
17,988
+5,462
| +44% | +$348K | 0.21% | 102 |
|
|
2021
Q4 | $710K | Sell |
12,526
-6,003
| -32% | -$340K | 0.13% | 142 |
|
|
2021
Q3 | $1.07M | Buy |
+18,529
| New | +$1.07M | 0.2% | 102 |
|