Avion Wealth’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Buy |
650
+73
| +13% | +$1.91K | ﹤0.01% | 343 |
|
|
2025
Q1 | $23K | Hold |
577
| – | – | 0.01% | 272 |
|
|
2024
Q4 | $23K | Buy |
577
+4
| +0.7% | +$159 | 0.01% | 272 |
|
|
2024
Q3 | $31K | Sell |
573
-44
| -7% | -$2.38K | 0.01% | 210 |
|
|
2024
Q2 | $32K | Buy |
617
+201
| +48% | +$10.4K | 0.01% | 198 |
|
|
2024
Q1 | $25K | Sell |
416
-283
| -40% | -$17K | 0.01% | 205 |
|
|
2023
Q4 | $38K | Buy |
699
+101
| +17% | +$5.49K | 0.01% | 170 |
|
|
2023
Q3 | $30K | Buy |
598
+129
| +28% | +$6.47K | 0.01% | 180 |
|
|
2023
Q2 | $24K | Buy |
469
+79
| +20% | +$4.04K | 0.01% | 211 |
|
|
2023
Q1 | $19K | Buy |
390
+21
| +6% | +$1.02K | 0.01% | 215 |
|
|
2022
Q4 | $16K | Hold |
369
| – | – | 0.01% | 227 |
|
|
2022
Q3 | $16K | Hold |
369
| – | – | 0.01% | 227 |
|
|
2022
Q2 | $19K | Buy |
369
+35
| +10% | +$1.8K | 0.01% | 204 |
|
|
2022
Q1 | $21K | Sell |
334
-300
| -47% | -$18.9K | 0.01% | 177 |
|
|
2021
Q4 | $36K | Buy |
634
+162
| +34% | +$9.2K | 0.01% | 146 |
|
|
2021
Q3 | $27K | Buy |
472
+350
| +287% | +$20K | 0.01% | 165 |
|
|
2021
Q2 | $8K | Buy |
122
+100
| +455% | +$6.56K | ﹤0.01% | 239 |
|
|
2021
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 317 |
|