YorkBridge Wealth Partners’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $204K | Buy |
+4,043
| New | +$204K | 0.05% | 248 |
|
|
2022
Q3 | – | Sell |
-4,043
| Closed | -$209K | – | 280 |
|
|
2022
Q2 | $209K | Hold |
4,043
| – | – | 0.05% | 265 |
|
|
2022
Q1 | $258K | Hold |
4,043
| – | – | 0.06% | 259 |
|
|
2021
Q4 | $229K | Hold |
4,043
| – | – | 0.05% | 263 |
|
|
2021
Q3 | $233K | Hold |
4,043
| – | – | 0.06% | 241 |
|
|
2021
Q2 | $256K | Hold |
4,043
| – | – | 0.07% | 227 |
|
|
2021
Q1 | $259K | Hold |
4,043
| – | – | 0.08% | 215 |
|
|
2020
Q4 | $224K | Buy |
+4,043
| New | +$224K | 0.08% | 191 |
|
|
2020
Q1 | – | Sell |
-4,817
| Closed | -$264K | – | 167 |
|
|
2019
Q4 | $264K | Sell |
4,817
-143
| -3% | -$7.84K | 0.12% | 153 |
|
|
2019
Q3 | $236K | Sell |
4,960
-1,529
| -24% | -$72.8K | 0.12% | 158 |
|
|
2019
Q2 | $320K | Buy |
+6,489
| New | +$320K | 0.14% | 133 |
|