CW
Connectus Wealth’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.1M | Sell |
70,703
-13,005
| -16% | -$754K | 0.11% | 132 |
|
|
2023
Q4 | $4.59M | Sell |
83,708
-13,716
| -14% | -$752K | 0.09% | 174 |
|
|
2023
Q3 | $5.02M | Buy |
97,424
+60,750
| +166% | +$3.13M | 0.11% | 163 |
|
|
2023
Q2 | $1.95M | Buy |
36,674
+122
| +0.3% | +$6.5K | 0.05% | 218 |
|
|
2023
Q1 | $2M | Buy |
36,552
+2,706
| +8% | +$148K | 0.05% | 218 |
|
|
2022
Q4 | $1.71M | Sell |
33,846
-87,428
| -72% | -$4.41M | 0.04% | 218 |
|
|
2022
Q3 | $5.33M | Buy |
121,274
+5,449
| +5% | +$240K | 0.11% | 176 |
|
|
2022
Q2 | $5.98M | Buy |
115,825
+72,757
| +169% | +$3.76M | 0.14% | 138 |
|
|
2022
Q1 | $2.44M | Sell |
43,068
-604
| -1% | -$34.3K | 0.08% | 149 |
|
|
2021
Q4 | $2.48M | Buy |
+43,672
| New | +$2.48M | 0.1% | 124 |
|