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Apriem Advisors’s Dow Inc DOW Stock Holding History

Apriem Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,686
Closed -$256K – 120
2019
Q4 		$256K Hold
4,686
– – 0.05% 113
2019
Q3 		$223K Hold
4,686
– – 0.05% 113
2019
Q2 		$231K Buy
+4,686
New +$231K 0.07% 119