Ulland Investment 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 | $6K | Hold |
225
| – | – | ﹤0.01% | 181 |
|
2025
Q1 | $8K | Hold |
225
| – | – | 0.01% | 183 |
|
2024
Q4 | $9K | Hold |
225
| – | – | 0.01% | 179 |
|
2024
Q3 | $12K | Hold |
225
| – | – | 0.01% | 162 |
|
2024
Q2 | $12K | Hold |
225
| – | – | 0.01% | 167 |
|
2024
Q1 | $13K | Hold |
225
| – | – | 0.01% | 170 |
|
2023
Q4 | $12K | Hold |
225
| – | – | 0.01% | 158 |
|
2023
Q3 | $12K | Hold |
225
| – | – | 0.01% | 167 |
|
2023
Q2 | $12K | Hold |
225
| – | – | 0.01% | 162 |
|
2023
Q1 | $12K | Hold |
225
| – | – | 0.01% | 149 |
|
2022
Q4 | $11K | Sell |
225
-450
| -67% | -$22K | 0.01% | 156 |
|
2022
Q3 | $30K | Hold |
675
| – | – | 0.03% | 111 |
|
2022
Q2 | $35K | Hold |
675
| – | – | 0.04% | 110 |
|
2022
Q1 | $43K | Hold |
675
| – | – | 0.03% | 113 |
|
2021
Q4 | $38K | Buy |
+675
| New | +$38K | 0.02% | 114 |
|