Westover Capital Advisors’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 |
-6,408
| Closed | -$350K | – | 245 |
|
|
2024
Q3 | $350K | Sell |
6,408
-1,264
| -16% | -$69.1K | 0.07% | 186 |
|
|
2024
Q2 | $407K | Buy |
7,672
+1,408
| +22% | +$74.7K | 0.1% | 151 |
|
|
2024
Q1 | $363K | Buy |
+6,264
| New | +$363K | 0.11% | 135 |
|
|
2023
Q4 | – | Sell |
-4,418
| Closed | -$228K | – | 182 |
|
|
2023
Q3 | $228K | Sell |
4,418
-286
| -6% | -$14.7K | 0.08% | 163 |
|
|
2023
Q2 | $251K | Buy |
4,704
+237
| +5% | +$12.6K | 0.09% | 156 |
|
|
2023
Q1 | $245K | Buy |
+4,467
| New | +$245K | 0.09% | 144 |
|
|
2022
Q3 | – | Sell |
-4,467
| Closed | -$231K | – | 160 |
|
|
2022
Q2 | $231K | Buy |
+4,467
| New | +$231K | 0.09% | 153 |
|