CWA
Core Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-139
| Closed | -$8.05K | – | 105 |
|
|
2024
Q1 | $8.05K | Hold |
139
| – | – | ﹤0.01% | 201 |
|
|
2023
Q4 | $7.62K | Sell |
139
-2,097
| -94% | -$115K | ﹤0.01% | 200 |
|
|
2023
Q3 | $115K | Buy |
2,236
+479
| +27% | +$24.7K | 0.05% | 58 |
|
|
2023
Q2 | $93.6K | Buy |
1,757
+130
| +8% | +$6.92K | 0.04% | 64 |
|
|
2023
Q1 | $89.2K | Buy |
1,627
+221
| +16% | +$12.1K | 0.04% | 69 |
|
|
2022
Q4 | $70.8K | Buy |
1,406
+1,008
| +253% | +$50.8K | 0.03% | 71 |
|
|
2022
Q3 | $17K | Sell |
398
-22,034
| -98% | -$941K | 0.01% | 107 |
|
|
2022
Q2 | $1.16M | Buy |
+22,432
| New | +$1.16M | 0.71% | 19 |
|