Wagner Wealth 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
Q3 | – | Sell |
-6,173
| Closed | -$327K | – | 238 |
|
|
2024
Q2 | $327K | Buy |
6,173
+81
| +1% | +$4.3K | 0.1% | 93 |
|
|
2024
Q1 | $353K | Sell |
6,092
-31,405
| -84% | -$1.82M | 0.11% | 90 |
|
|
2023
Q4 | $2.06M | Sell |
37,497
-5,275
| -12% | -$289K | 0.69% | 30 |
|
|
2023
Q3 | $2.21M | Buy |
42,772
+6
| +0% | +$309 | 0.81% | 29 |
|
|
2023
Q2 | $2.28M | Sell |
42,766
-1,738
| -4% | -$92.6K | 0.87% | 27 |
|
|
2023
Q1 | $2.44M | Buy |
44,504
+7,054
| +19% | +$387K | 1.11% | 22 |
|
|
2022
Q4 | $1.89M | Buy |
37,450
+36,921
| +6,979% | +$1.86M | 1.17% | 26 |
|
|
2022
Q3 | $23K | Sell |
529
-319
| -38% | -$13.9K | 0.02% | 291 |
|
|
2022
Q2 | $44K | Buy |
+848
| New | +$44K | 0.04% | 217 |
|
|
2022
Q1 | – | Sell |
-368
| Closed | -$21K | – | 328 |
|
|
2021
Q4 | $21K | Buy |
368
+42
| +13% | +$2.4K | 0.02% | 393 |
|
|
2021
Q3 | $18K | Buy |
326
+258
| +379% | +$14.2K | 0.01% | 388 |
|
|
2021
Q2 | $4K | Hold |
68
| – | – | ﹤0.01% | 592 |
|
|
2021
Q1 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 558 |
|