Wealth Alliance’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 |
-4,569
| Closed | -$250K | – | 507 |
|
|
2024
Q3 | $250K | Buy |
4,569
+245
| +6% | +$13.4K | 0.03% | 447 |
|
|
2024
Q2 | $229K | Buy |
4,324
+1
| +0% | +$53 | 0.03% | 454 |
|
|
2024
Q1 | $250K | Sell |
4,323
-479
| -10% | -$27.7K | 0.03% | 444 |
|
|
2023
Q4 | $263K | Sell |
4,802
-227
| -5% | -$12.4K | 0.04% | 421 |
|
|
2023
Q3 | $259K | Sell |
5,029
-167
| -3% | -$8.61K | 0.04% | 389 |
|
|
2023
Q2 | $277K | Buy |
5,196
+109
| +2% | +$5.81K | 0.04% | 397 |
|
|
2023
Q1 | $279K | Buy |
5,087
+5
| +0.1% | +$274 | 0.05% | 386 |
|
|
2022
Q4 | $256K | Buy |
5,082
+350
| +7% | +$17.6K | 0.05% | 388 |
|
|
2022
Q3 | $208K | Sell |
4,732
-183
| -4% | -$8.04K | 0.04% | 415 |
|
|
2022
Q2 | $254K | Buy |
4,915
+178
| +4% | +$9.2K | 0.05% | 367 |
|
|
2022
Q1 | $302K | Buy |
4,737
+194
| +4% | +$12.4K | 0.06% | 324 |
|
|
2021
Q4 | $258K | Buy |
4,543
+442
| +11% | +$25.1K | 0.05% | 363 |
|
|
2021
Q3 | $236K | Sell |
4,101
-131
| -3% | -$7.54K | 0.05% | 370 |
|
|
2021
Q2 | $268K | Buy |
4,232
+589
| +16% | +$37.3K | 0.06% | 352 |
|
|
2021
Q1 | $233K | Sell |
3,643
-678
| -16% | -$43.4K | 0.07% | 348 |
|
|
2020
Q4 | $240K | Buy |
+4,321
| New | +$240K | 0.07% | 327 |
|