CWP
Concord Wealth Partners’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.06K | Hold |
267
| – | – | ﹤0.01% | 586 |
|
|
2025
Q1 | $9.31K | Sell |
267
-1,994
| -88% | -$69.5K | ﹤0.01% | 515 |
|
|
2024
Q4 | $90.7K | Buy |
2,261
+2,020
| +838% | +$81K | 0.01% | 258 |
|
|
2024
Q3 | $13.1K | Sell |
241
-219
| -48% | -$11.9K | ﹤0.01% | 528 |
|
|
2024
Q2 | $24.4K | Sell |
460
-174
| -27% | -$9.22K | ﹤0.01% | 402 |
|
|
2024
Q1 | $36.7K | Sell |
634
-75
| -11% | -$4.34K | 0.01% | 401 |
|
|
2023
Q4 | $38.9K | Hold |
709
| – | – | 0.01% | 388 |
|
|
2023
Q3 | $36.5K | Sell |
709
-54
| -7% | -$2.78K | 0.01% | 418 |
|
|
2023
Q2 | $40.6K | Buy |
763
+116
| +18% | +$6.18K | 0.01% | 393 |
|
|
2023
Q1 | $35.5K | Sell |
647
-341
| -35% | -$18.7K | 0.01% | 399 |
|
|
2022
Q4 | $49.8K | Buy |
+988
| New | +$49.8K | 0.02% | 375 |
|
|
2022
Q3 | – | Sell |
-1,259
| Closed | -$65K | – | 402 |
|
|
2022
Q2 | $65K | Buy |
1,259
+63
| +5% | +$3.25K | 0.02% | 324 |
|
|
2022
Q1 | $76K | Buy |
1,196
+35
| +3% | +$2.22K | 0.02% | 347 |
|
|
2021
Q4 | $66K | Buy |
1,161
+461
| +66% | +$26.2K | 0.02% | 399 |
|
|
2021
Q3 | $40K | Sell |
700
-297
| -30% | -$17K | 0.02% | 255 |
|
|
2021
Q2 | $63K | Sell |
997
-51
| -5% | -$3.22K | 0.02% | 311 |
|
|
2021
Q1 | $67K | Sell |
1,048
-263
| -20% | -$16.8K | 0.02% | 285 |
|
|
2020
Q4 | $73K | Buy |
+1,311
| New | +$73K | 0.06% | 164 |
|