Wealthstreet Investment Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-32,930
| Closed | -$2.11M | – | 151 |
|
|
2021
Q1 | $2.11M | Sell |
32,930
-3,470
| -10% | -$222K | 0.21% | 114 |
|
|
2020
Q4 | $2.02M | Sell |
36,400
-621
| -2% | -$34.5K | 0.2% | 111 |
|
|
2020
Q3 | $1.74M | Buy |
37,021
+222
| +0.6% | +$10.4K | 0.19% | 112 |
|
|
2020
Q2 | $1.5M | Sell |
36,799
-3,742
| -9% | -$153K | 0.18% | 113 |
|
|
2020
Q1 | $1.19M | Buy |
40,541
+1,656
| +4% | +$48.4K | 0.18% | 115 |
|
|
2019
Q4 | $2.13M | Buy |
38,885
+10,349
| +36% | +$566K | 0.25% | 97 |
|
|
2019
Q3 | $1.47M | Sell |
28,536
-8,220
| -22% | -$423K | 0.19% | 112 |
|
|
2019
Q2 | $1.81M | Buy |
+36,756
| New | +$1.81M | 0.23% | 102 |
|