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 % |
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