AWA
Amplius Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,020
| Closed | -$580K | – | 174 |
|
|
2024
Q1 | $580K | Buy |
10,020
+316
| +3% | +$18.3K | 0.07% | 94 |
|
|
2023
Q4 | $532K | Buy |
9,704
+335
| +4% | +$18.4K | 0.06% | 93 |
|
|
2023
Q3 | $483K | Buy |
9,369
+181
| +2% | +$9.33K | 0.06% | 95 |
|
|
2023
Q2 | $489K | Sell |
9,188
-14
| -0.2% | -$746 | 0.07% | 98 |
|
|
2023
Q1 | $504K | Buy |
9,202
+438
| +5% | +$24K | 0.07% | 93 |
|
|
2022
Q4 | $442K | Buy |
8,764
+73
| +0.8% | +$3.68K | 0.07% | 97 |
|
|
2022
Q3 | $382K | Buy |
8,691
+25
| +0.3% | +$1.1K | 0.07% | 101 |
|
|
2022
Q2 | $447K | Buy |
+8,666
| New | +$447K | 0.07% | 100 |
|
|
2022
Q1 | – | Sell |
-644
| Closed | -$36K | – | 359 |
|
|
2021
Q4 | $36K | Buy |
+644
| New | +$36K | 0.01% | 382 |
|