Elevation Wealth Partners’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-908
| Closed | -$31.7K | – | 493 |
|
|
2025
Q1 | $31.7K | Buy |
908
+6
| +0.7% | +$210 | 0.01% | 275 |
|
|
2024
Q4 | $36.2K | Sell |
902
-116
| -11% | -$4.65K | 0.02% | 265 |
|
|
2024
Q3 | $55.6K | Sell |
1,018
-147
| -13% | -$8.03K | 0.02% | 209 |
|
|
2024
Q2 | $61.8K | Sell |
1,165
-23
| -2% | -$1.22K | 0.03% | 198 |
|
|
2024
Q1 | $68.8K | Buy |
1,188
+16
| +1% | +$927 | 0.03% | 194 |
|
|
2023
Q4 | $60.4K | Buy |
1,172
+560
| +92% | +$28.9K | 0.04% | 193 |
|
|
2023
Q3 | $31.5K | Buy |
612
+8
| +1% | +$412 | 0.03% | 178 |
|
|
2023
Q2 | $32.2K | Buy |
604
+8
| +1% | +$426 | 0.03% | 187 |
|
|
2023
Q1 | $32.7K | Buy |
+596
| New | +$32.7K | 0.03% | 190 |
|