Windsor Wealth Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,451
| Closed | -$260K | – | 233 |
|
|
2021
Q4 | $260K | Sell |
4,451
-456
| -9% | -$26.6K | 0.05% | 200 |
|
|
2021
Q3 | $287K | Buy |
4,907
+149
| +3% | +$8.72K | 0.06% | 182 |
|
|
2021
Q2 | $301K | Buy |
4,758
+983
| +26% | +$62.2K | 0.07% | 173 |
|
|
2021
Q1 | $241K | Buy |
+3,775
| New | +$241K | 0.06% | 182 |
|
|
2020
Q3 | – | Sell |
-6,064
| Closed | -$247K | – | 191 |
|
|
2020
Q2 | $247K | Sell |
6,064
-5,537
| -48% | -$226K | 0.08% | 171 |
|
|
2020
Q1 | $339K | Sell |
11,601
-2,220
| -16% | -$64.9K | 0.14% | 137 |
|
|
2019
Q4 | $756K | Buy |
13,821
+3,767
| +37% | +$206K | 0.28% | 86 |
|
|
2019
Q3 | $452K | Sell |
10,054
-740
| -7% | -$33.3K | 0.2% | 116 |
|
|
2019
Q2 | $541K | Buy |
+10,794
| New | +$541K | 0.24% | 107 |
|