Valmark Advisers’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 |
-4,959
| Closed | -$271K | – | 598 |
|
|
2024
Q3 | $271K | Buy |
4,959
+1,099
| +28% | +$60K | ﹤0.01% | 518 |
|
|
2024
Q2 | $205K | Buy |
3,860
+154
| +4% | +$8.17K | ﹤0.01% | 544 |
|
|
2024
Q1 | $215K | Buy |
3,706
+13
| +0.4% | +$753 | ﹤0.01% | 515 |
|
|
2023
Q4 | $203K | Buy |
+3,693
| New | +$203K | ﹤0.01% | 488 |
|
|
2023
Q3 | – | Sell |
-3,781
| Closed | -$201K | – | 471 |
|
|
2023
Q2 | $201K | Buy |
3,781
+21
| +0.6% | +$1.12K | ﹤0.01% | 465 |
|
|
2023
Q1 | $206K | Buy |
+3,760
| New | +$206K | ﹤0.01% | 457 |
|