XML Financial’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
47,848
-47,629
| -50% | -$1.26M | 0.11% | 158 |
|
|
2025
Q1 | $3.33M | Buy |
95,477
+4,953
| +5% | +$173K | 0.31% | 83 |
|
|
2024
Q4 | $3.63M | Sell |
90,524
-4,271
| -5% | -$171K | 0.33% | 78 |
|
|
2024
Q3 | $5.18M | Sell |
94,795
-1,141
| -1% | -$62.3K | 0.48% | 61 |
|
|
2024
Q2 | $5.09M | Sell |
95,936
-1,110
| -1% | -$58.9K | 0.51% | 56 |
|
|
2024
Q1 | $5.62M | Sell |
97,046
-19,170
| -16% | -$1.11M | 0.58% | 50 |
|
|
2023
Q4 | $6.37M | Buy |
116,216
+1,473
| +1% | +$80.8K | 0.67% | 48 |
|
|
2023
Q3 | $5.92M | Sell |
114,743
-867
| -0.7% | -$44.7K | 0.71% | 43 |
|
|
2023
Q2 | $6.16M | Buy |
115,610
+3,426
| +3% | +$182K | 0.71% | 42 |
|
|
2023
Q1 | $6.15M | Buy |
112,184
+2,792
| +3% | +$153K | 0.75% | 42 |
|
|
2022
Q4 | $5.51M | Buy |
109,392
+3,967
| +4% | +$200K | 0.69% | 46 |
|
|
2022
Q3 | $4.63M | Buy |
+105,425
| New | +$4.63M | 0.64% | 49 |
|
|
2022
Q2 | – | Sell |
-84,406
| Closed | -$5.38M | – | 260 |
|
|
2022
Q1 | $5.38M | Buy |
84,406
+3,317
| +4% | +$211K | 0.64% | 50 |
|
|
2021
Q4 | $4.6M | Buy |
81,089
+4,699
| +6% | +$267K | 0.55% | 57 |
|
|
2021
Q3 | $4.4M | Buy |
+76,390
| New | +$4.4M | 0.59% | 54 |
|