Van Hulzen Asset Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,110
| Closed | -$44.5K | – | 499 |
|
2024
Q4 | $44.5K | Buy |
+1,110
| New | +$44.5K | ﹤0.01% | 524 |
|
2022
Q3 | – | Sell |
-141,411
| Closed | -$7.3M | – | 287 |
|
2022
Q2 | $7.3M | Buy |
141,411
+7,482
| +6% | +$386K | 0.87% | 35 |
|
2022
Q1 | $8.53M | Buy |
133,929
+113,820
| +566% | +$7.25M | 0.9% | 34 |
|
2021
Q4 | $1.14M | Sell |
20,109
-52,191
| -72% | -$2.96M | 0.12% | 113 |
|
2021
Q3 | $4.16M | Buy |
72,300
+11,800
| +20% | +$679K | 0.62% | 48 |
|
2021
Q2 | $3.83M | Buy |
60,500
+9,400
| +18% | +$595K | 0.57% | 50 |
|
2021
Q1 | $3.27M | Buy |
+51,100
| New | +$3.27M | 0.52% | 55 |
|