Wealthspire Advisors (Maryland)’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $478K | Buy |
10,170
+2,036
| +25% | +$95.7K | 0.02% | 280 |
|
2020
Q2 | $332K | Buy |
8,134
+1,255
| +18% | +$51.2K | 0.02% | 319 |
|
2020
Q1 | $201K | Sell |
6,879
-2,321
| -25% | -$67.8K | 0.02% | 394 |
|
2019
Q4 | $503K | Sell |
9,200
-1,122
| -11% | -$61.3K | 0.03% | 278 |
|
2019
Q3 | $492K | Buy |
10,322
+1,356
| +15% | +$64.6K | 0.04% | 263 |
|
2019
Q2 | $442K | Buy |
+8,966
| New | +$442K | 0.03% | 273 |
|