CIA
Concurrent Investment Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
38,168
+2,580
| +7% | +$68.3K | 0.02% | 586 |
|
|
2025
Q1 | $1.24M | Buy |
35,588
+16,934
| +91% | +$591K | 0.03% | 480 |
|
|
2024
Q4 | $749K | Sell |
18,654
-24,679
| -57% | -$990K | 0.02% | 557 |
|
|
2024
Q3 | $2.37M | Buy |
43,333
+3,001
| +7% | +$164K | 0.07% | 266 |
|
|
2024
Q2 | $2.14M | Sell |
40,332
-3,073
| -7% | -$163K | 0.07% | 253 |
|
|
2024
Q1 | $2.51M | Buy |
43,405
+22,821
| +111% | +$1.32M | 0.1% | 206 |
|
|
2023
Q4 | $1.13M | Buy |
+20,584
| New | +$1.13M | 0.05% | 313 |
|