Accel Wealth Management’s Dow Inc DOW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-917
Closed -$50.3K 346
2023
Q1
$50.3K Sell
917
-8
-0.9% -$439 0.02% 477
2022
Q4
$46.6K Sell
925
-533
-37% -$26.9K 0.02% 375
2022
Q3
$68K Buy
1,458
+99
+7% +$4.62K 0.04% 313
2022
Q2
$67K Buy
1,359
+6
+0.4% +$296 0.04% 298
2022
Q1
$87K Buy
1,353
+107
+9% +$6.88K 0.05% 272
2021
Q4
$71K Buy
1,246
+707
+131% +$40.3K 0.03% 316
2021
Q3
$31K Buy
539
+201
+59% +$11.6K 0.02% 409
2021
Q2
$21K Buy
338
+1
+0.3% +$62 0.01% 527
2021
Q1
$22K Buy
337
+201
+148% +$13.1K 0.02% 479
2020
Q4
$8K Buy
+136
New +$8K 0.01% 648