Triumph Capital Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,689
| Closed | -$256K | – | 281 |
|
|
2024
Q3 | $256K | Buy |
4,689
+199
| +4% | +$10.9K | 0.09% | 228 |
|
|
2024
Q2 | $238K | Sell |
4,490
-1,814
| -29% | -$96.2K | 0.09% | 203 |
|
|
2024
Q1 | $367K | Sell |
6,304
-12
| -0.2% | -$699 | 0.15% | 147 |
|
|
2023
Q4 | $346K | Sell |
6,316
-132
| -2% | -$7.24K | 0.15% | 136 |
|
|
2023
Q3 | $332K | Buy |
6,448
+19
| +0.3% | +$980 | 0.15% | 140 |
|
|
2023
Q2 | $342K | Buy |
6,429
+1,314
| +26% | +$70K | 0.16% | 131 |
|
|
2023
Q1 | $280K | Sell |
5,115
-1,585
| -24% | -$86.9K | 0.14% | 142 |
|
|
2022
Q4 | $338K | Buy |
6,700
+1,511
| +29% | +$76.1K | 0.18% | 128 |
|
|
2022
Q3 | $228K | Buy |
+5,189
| New | +$228K | 0.12% | 166 |
|
|
2022
Q1 | – | Sell |
-4,066
| Closed | -$231K | – | 214 |
|
|
2021
Q4 | $231K | Sell |
4,066
-1,006
| -20% | -$57.2K | 0.1% | 183 |
|
|
2021
Q3 | $292K | Buy |
5,072
+1,306
| +35% | +$75.2K | 0.14% | 148 |
|
|
2021
Q2 | $235K | Buy |
+3,766
| New | +$235K | 0.14% | 146 |
|