WealthPLAN Partners’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,412
| Closed | -$75.2K | – | 509 |
|
|
2023
Q2 | $75.2K | Buy |
1,412
+200
| +17% | +$10.7K | 0.01% | 440 |
|
|
2023
Q1 | $66.4K | Sell |
1,212
-9,799
| -89% | -$537K | 0.01% | 505 |
|
|
2022
Q4 | $658K | Buy |
+11,011
| New | +$658K | 0.05% | 218 |
|
|
2022
Q1 | $626K | Sell |
9,411
-187
| -2% | -$12.4K | 0.04% | 224 |
|
|
2021
Q4 | $573K | Sell |
9,598
-44
| -0.5% | -$2.63K | 0.04% | 238 |
|
|
2021
Q3 | $529K | Buy |
9,642
+330
| +4% | +$18.1K | 0.04% | 245 |
|
|
2021
Q2 | $598K | Buy |
9,312
+1,612
| +21% | +$104K | 0.04% | 208 |
|
|
2021
Q1 | $510K | Buy |
7,700
+211
| +3% | +$14K | 0.04% | 226 |
|
|
2020
Q4 | $422K | Buy |
7,489
+224
| +3% | +$12.6K | 0.04% | 235 |
|
|
2020
Q3 | $371K | Sell |
7,265
-1,045
| -13% | -$53.4K | 0.04% | 226 |
|
|
2020
Q2 | $369K | Sell |
8,310
-146
| -2% | -$6.48K | 0.04% | 212 |
|
|
2020
Q1 | $283K | Buy |
+8,456
| New | +$283K | 0.04% | 203 |
|
|
2019
Q4 | – | Sell |
-3,765
| Closed | -$202K | – | 249 |
|
|
2019
Q3 | $202K | Buy |
+3,765
| New | +$202K | 0.03% | 224 |
|
|
2019
Q2 | – | Sell |
-4,295
| Closed | -$227K | – | 246 |
|
|
2019
Q1 | $227K | Buy |
+4,295
| New | +$227K | 0.04% | 232 |
|