Alliance Wealth Advisors (Pennsylvania)’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-5,085
| Closed | -$204K | – | 140 |
|
2024
Q4 | $204K | Hold |
5,085
| – | – | 0.11% | 137 |
|
2024
Q3 | $278K | Hold |
5,085
| – | – | 0.16% | 121 |
|
2024
Q2 | $270K | Hold |
5,085
| – | – | 0.17% | 114 |
|
2024
Q1 | $295K | Sell |
5,085
-42
| -0.8% | -$2.43K | 0.19% | 108 |
|
2023
Q4 | $281K | Hold |
5,127
| – | – | 0.19% | 104 |
|
2023
Q3 | $264K | Hold |
5,127
| – | – | 0.19% | 100 |
|
2023
Q2 | $273K | Buy |
5,127
+1,300
| +34% | +$69.2K | 0.19% | 103 |
|
2023
Q1 | $210K | Buy |
+3,827
| New | +$210K | 0.16% | 116 |
|
2022
Q2 | – | Sell |
-3,827
| Closed | -$244K | – | 113 |
|
2022
Q1 | $244K | Sell |
3,827
-87
| -2% | -$5.55K | 0.2% | 100 |
|
2021
Q4 | $222K | Buy |
3,914
+87
| +2% | +$4.94K | 0.18% | 104 |
|
2021
Q3 | $220K | Hold |
3,827
| – | – | 0.19% | 104 |
|
2021
Q2 | $242K | Hold |
3,827
| – | – | 0.22% | 94 |
|
2021
Q1 | $245K | Hold |
3,827
| – | – | 0.24% | 86 |
|
2020
Q4 | $212K | Buy |
+3,827
| New | +$212K | 0.22% | 97 |
|