AWA
Aaron Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,480
| Closed | -$397K | – | 430 |
|
|
2024
Q2 | $397K | Sell |
7,480
-287
| -4% | -$15.2K | 0.06% | 196 |
|
|
2024
Q1 | $450K | Buy |
7,767
+495
| +7% | +$28.7K | 0.06% | 164 |
|
|
2023
Q4 | $399K | Buy |
7,272
+11
| +0.2% | +$603 | 0.07% | 156 |
|
|
2023
Q3 | $374K | Sell |
7,261
-38,954
| -84% | -$2.01M | 0.05% | 174 |
|
|
2023
Q2 | $2.46M | Buy |
46,215
+19,003
| +70% | +$1.01M | 0.32% | 51 |
|
|
2023
Q1 | $1.49M | Buy |
27,212
+52
| +0.2% | +$2.85K | 0.21% | 76 |
|
|
2022
Q4 | $1.37M | Buy |
+27,160
| New | +$1.37M | 0.2% | 78 |
|
|
2022
Q2 | – | Sell |
-127,503
| Closed | -$2M | – | 371 |
|
|
2022
Q1 | $2M | Buy |
+127,503
| New | +$2M | 0.03% | 234 |
|