TRUE Private Wealth Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,588
| Closed | -$88K | – | 355 |
|
|
2020
Q4 | $88K | Hold |
1,588
| – | – | 0.01% | 289 |
|
|
2020
Q3 | $74K | Sell |
1,588
-341
| -18% | -$15.9K | 0.01% | 284 |
|
|
2020
Q2 | $78K | Buy |
1,929
+341
| +21% | +$13.8K | 0.01% | 272 |
|
|
2020
Q1 | $46K | Sell |
1,588
-239
| -13% | -$6.92K | 0.01% | 295 |
|
|
2019
Q4 | $100K | Buy |
+1,827
| New | +$100K | 0.02% | 291 |
|
|
2019
Q3 | – | Sell |
-1,966
| Closed | -$96K | – | 351 |
|
|
2019
Q2 | $96K | Buy |
+1,966
| New | +$96K | 0.02% | 268 |
|