Bogart Wealth, LLC DOW Holdings History

Number of Shares
298,577.00
Current Holdings Value*
$10.43 Mil
% of Portfolio
0.49%
Total Estimate Gain
$-3.02 Mil
% of Total Estimate Gain
-26.24%

Bogart Wealth, LLC's Dow Inc Holding Summary

As of 2025-03-31, Bogart Wealth, LLC held 298,577.00 shares of Dow Inc(DOW), totaling $10.43 Mil. This investment constitutes 0.49% of their stock portfolio, and Bogart Wealth, LLC now holds 0.04% of the outstanding Dow Inc(DOW) stock.

The initial trade took place in 2019Q1. And since then Bogart Wealth, LLC has made 8 purchases of DOW, at an average price of $38.53, for a total of 298,984.00 shares. In addition, there have been 10 sales at an average price of $52.31 for 407.00 shares. Based on historical transaction data and DOW's current price of $28.39, Bogart Wealth, LLC's estimated gain on his DOW holdings is $-3.02 Mil, reflecting a -26.24% gain to date.

Bogart Wealth, LLC DOW ($28.39) Holding Chart

Bogart Wealth, LLC DOW ($28.39) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1