CFA
Compass Financial Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,755
| Closed | -$370K | – | 23 |
|
|
2023
Q1 | $370K | Sell |
6,755
-30
| -0.4% | -$1.65K | 0.47% | 73 |
|
|
2022
Q4 | $342K | Buy |
6,785
+135
| +2% | +$6.8K | 0.46% | 75 |
|
|
2022
Q3 | $292K | Sell |
6,650
-519
| -7% | -$22.8K | 0.43% | 80 |
|
|
2022
Q2 | $370K | Sell |
7,169
-61
| -0.8% | -$3.15K | 0.5% | 72 |
|
|
2022
Q1 | $461K | Buy |
7,230
+685
| +10% | +$43.7K | 0.51% | 67 |
|
|
2021
Q4 | $371K | Buy |
+6,545
| New | +$371K | 0.41% | 81 |
|