CWS Financial Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,349
| Closed | -$513K | – | 122 |
|
|
2023
Q4 | $513K | Sell |
9,349
-766
| -8% | -$42K | 0.19% | 78 |
|
|
2023
Q3 | $522K | Sell |
10,115
-1,896
| -16% | -$97.8K | 0.21% | 75 |
|
|
2023
Q2 | $640K | Sell |
12,011
-1,371
| -10% | -$73K | 0.24% | 64 |
|
|
2023
Q1 | $734K | Buy |
13,382
+1,951
| +17% | +$107K | 0.29% | 57 |
|
|
2022
Q4 | $731K | Sell |
11,431
-817
| -7% | -$52.2K | 0.32% | 57 |
|
|
2022
Q3 | $538K | Buy |
12,248
+130
| +1% | +$5.71K | 0.26% | 68 |
|
|
2022
Q2 | $625K | Sell |
12,118
-723
| -6% | -$37.3K | 0.29% | 64 |
|
|
2022
Q1 | $818K | Buy |
12,841
+832
| +7% | +$53K | 0.31% | 56 |
|
|
2021
Q4 | $681K | Buy |
+12,009
| New | +$681K | 0.24% | 69 |
|
|
2021
Q2 | $724K | Buy |
11,436
+5
| +0% | +$317 | 0.29% | 61 |
|
|
2021
Q1 | $731K | Buy |
11,431
+167
| +1% | +$10.7K | 0.32% | 57 |
|
|
2020
Q4 | $625K | Sell |
11,264
-122
| -1% | -$6.77K | 0.36% | 57 |
|
|
2020
Q3 | $536K | Buy |
11,386
+400
| +4% | +$18.8K | 0.36% | 59 |
|
|
2020
Q2 | $448K | Buy |
10,986
+1,369
| +14% | +$55.8K | 0.32% | 67 |
|
|
2020
Q1 | $526K | Hold |
9,617
| – | – | 0.39% | 55 |
|
|
2019
Q4 | $526K | Buy |
+9,617
| New | +$526K | 0.38% | 56 |
|