Westshore Wealth’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,877
| Closed | -$252K | – | 95 |
|
|
2022
Q2 | $252K | Buy |
4,877
+800
| +20% | +$41.3K | 0.16% | 71 |
|
|
2022
Q1 | $260K | Buy |
+4,077
| New | +$260K | 0.17% | 75 |
|
|
2021
Q4 | – | Sell |
-5,177
| Closed | -$298K | – | 93 |
|
|
2021
Q3 | $298K | Sell |
5,177
-2,261
| -30% | -$130K | 0.24% | 60 |
|
|
2021
Q2 | $471K | Buy |
7,438
+300
| +4% | +$19K | 0.24% | 73 |
|
|
2021
Q1 | $456K | Buy |
+7,138
| New | +$456K | 0.26% | 67 |
|