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Coppell Advisory Solutions’s Dow Inc DOW Stock Holding History

Coppell Advisory Solutions’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-801
Closed -$31.6K – 726
2024
Q4 		$31.6K Sell
801
-47
-6% -$2.19K ﹤0.01% 725
2024
Q3 		$46.7K Buy
848
+129
+18% +$6.81K 0.01% 574
2024
Q2 		$38.1K Buy
+719
New +$41.1K 0.01% 565
2023
Q4 		$18K Sell
329
-1,396
-81% -$71.3K ﹤0.01% 771
2023
Q3 		$86.9K Sell
1,725
-128
-7% -$6.87K 0.03% 228
2023
Q2 		$98.7K Buy
+1,853
New +$98.5K 0.03% 270
2023
Q1 		– Sell
-1,725
Closed -$86.9K – 431
2022
Q4 		$86.9K Buy
+1,725
New +$84.3K 0.03% 233

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