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Circle Wealth Management’s Dow Inc DOW Stock Holding History

Circle Wealth Management’s Portfolio DOW Stock Details DOW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,795
Closed -$317K – 199
2019
Q4 		$317K Sell
5,795
-137
-2% -$7.49K 0.05% 131
2019
Q3 		$283K Sell
5,932
-1,284
-18% -$61.3K 0.06% 134
2019
Q2 		$356K Buy
+7,216
New +$356K 0.08% 110