YHB Investment 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 |
-4,327
| Closed | -$236K | – | 280 |
|
|
2024
Q3 | $236K | Hold |
4,327
| – | – | 0.02% | 262 |
|
|
2024
Q2 | $230K | Sell |
4,327
-11
| -0.3% | -$584 | 0.02% | 261 |
|
|
2024
Q1 | $251K | Sell |
4,338
-116
| -3% | -$6.72K | 0.02% | 248 |
|
|
2023
Q4 | $244K | Buy |
4,454
+175
| +4% | +$9.6K | 0.02% | 241 |
|
|
2023
Q3 | $221K | Hold |
4,279
| – | – | 0.02% | 255 |
|
|
2023
Q2 | $228K | Sell |
4,279
-45
| -1% | -$2.4K | 0.02% | 261 |
|
|
2023
Q1 | $237K | Buy |
4,324
+210
| +5% | +$11.5K | 0.02% | 259 |
|
|
2022
Q4 | $207K | Buy |
+4,114
| New | +$207K | 0.02% | 277 |
|
|
2022
Q3 | – | Sell |
-4,141
| Closed | -$214K | – | 284 |
|
|
2022
Q2 | $214K | Sell |
4,141
-42
| -1% | -$2.17K | 0.02% | 265 |
|
|
2022
Q1 | $267K | Buy |
4,183
+6
| +0.1% | +$383 | 0.02% | 251 |
|
|
2021
Q4 | $237K | Sell |
4,177
-93
| -2% | -$5.28K | 0.02% | 297 |
|
|
2021
Q3 | $246K | Sell |
4,270
-87
| -2% | -$5.01K | 0.02% | 277 |
|
|
2021
Q2 | $276K | Buy |
4,357
+253
| +6% | +$16K | 0.02% | 257 |
|
|
2021
Q1 | $265K | Sell |
4,104
-90
| -2% | -$5.81K | 0.02% | 255 |
|
|
2020
Q4 | $233K | Buy |
+4,194
| New | +$233K | 0.02% | 262 |
|
|
2020
Q1 | – | Sell |
-4,310
| Closed | -$236K | – | 171 |
|
|
2019
Q4 | $236K | Sell |
4,310
-515
| -11% | -$28.2K | 0.03% | 172 |
|
|
2019
Q3 | $230K | Sell |
4,825
-176
| -4% | -$8.39K | 0.04% | 179 |
|
|
2019
Q2 | $247K | Buy |
+5,001
| New | +$247K | 0.04% | 170 |
|