CBA
Coastal Bridge Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,856
| Closed | -$239K | – | 446 |
|
|
2025
Q1 | $239K | Buy |
+6,856
| New | +$239K | 0.06% | 221 |
|
|
2024
Q4 | – | Sell |
-6,434
| Closed | -$351K | – | 166 |
|
|
2024
Q3 | $351K | Buy |
6,434
+22
| +0.3% | +$1.2K | 0.09% | 111 |
|
|
2024
Q2 | $340K | Buy |
6,412
+20
| +0.3% | +$1.06K | 0.08% | 110 |
|
|
2024
Q1 | $370K | Buy |
6,392
+19
| +0.3% | +$1.1K | 0.09% | 110 |
|
|
2023
Q4 | $349K | Buy |
6,373
+22
| +0.3% | +$1.21K | 0.09% | 109 |
|
|
2023
Q3 | $327K | Buy |
6,351
+20
| +0.3% | +$1.03K | 0.09% | 111 |
|
|
2023
Q2 | $337K | Buy |
6,331
+20
| +0.3% | +$1.07K | 0.08% | 109 |
|
|
2023
Q1 | $346K | Buy |
6,311
+19
| +0.3% | +$1.04K | 0.09% | 112 |
|
|
2022
Q4 | $317K | Buy |
6,292
+20
| +0.3% | +$1.01K | 0.09% | 113 |
|
|
2022
Q3 | $276K | Buy |
6,272
+21
| +0.3% | +$924 | 0.07% | 125 |
|
|
2022
Q2 | $323K | Buy |
6,251
+1,628
| +35% | +$84.1K | 0.1% | 106 |
|
|
2022
Q1 | $295K | Buy |
4,623
+16
| +0.3% | +$1.02K | 0.07% | 118 |
|
|
2021
Q4 | $261K | Buy |
4,607
+18
| +0.4% | +$1.02K | 0.05% | 157 |
|
|
2021
Q3 | $264K | Buy |
4,589
+16
| +0.3% | +$920 | 0.06% | 112 |
|
|
2021
Q2 | $289K | Buy |
+4,573
| New | +$289K | 0.06% | 111 |
|