WR Wealth Planners’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 | $92K | Buy |
2,293
+185
| +9% | +$7.42K | 0.03% | 245 |
|
|
2024
Q3 | $115K | Sell |
2,108
-86
| -4% | -$4.7K | 0.03% | 247 |
|
|
2024
Q2 | $116K | Buy |
2,194
+116
| +6% | +$6.15K | 0.04% | 225 |
|
|
2024
Q1 | $120K | Buy |
+2,078
| New | +$120K | 0.04% | 234 |
|
|
2023
Q4 | – | Sell |
-1,961
| Closed | -$101K | – | 356 |
|
|
2023
Q3 | $101K | Hold |
1,961
| – | – | 0.04% | 232 |
|
|
2023
Q2 | $104K | Sell |
1,961
-74
| -4% | -$3.94K | 0.04% | 234 |
|
|
2023
Q1 | $112K | Buy |
2,035
+124
| +6% | +$6.8K | 0.05% | 226 |
|
|
2022
Q4 | $96.3K | Buy |
1,911
+25
| +1% | +$1.26K | 0.06% | 140 |
|
|
2022
Q3 | $82.8K | Buy |
1,886
+26
| +1% | +$1.14K | 0.06% | 137 |
|
|
2022
Q2 | $96K | Buy |
1,860
+20
| +1% | +$1.03K | 0.06% | 132 |
|
|
2022
Q1 | $117K | Buy |
+1,840
| New | +$117K | 0.07% | 129 |
|