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Beaumont Financial Advisors’s Dow Inc DOW Stock Holding History

Beaumont Financial Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-96,737
Closed -$4.61M – 286
2019
Q3 		$4.61M Sell
96,737
-4,087
-4% -$195K 0.46% 57
2019
Q2 		$4.97M Buy
+100,824
New +$4.97M 0.51% 52