Access Financial Services’s Dow Inc DOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-21,249
Closed -$1.1M 90
2023
Q3
$1.1M Buy
21,249
+2,379
+13% +$123K 0.66% 48
2023
Q2
$1.01M Buy
18,870
+917
+5% +$48.8K 0.59% 53
2023
Q1
$984K Sell
17,953
-1,435
-7% -$78.7K 0.6% 53
2022
Q4
$977K Buy
19,388
+4,287
+28% +$216K 0.6% 52
2022
Q3
$663K Buy
+15,101
New +$663K 0.43% 64