EWM
EPG Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,787
| Closed | -$202K | – | 429 |
|
|
2023
Q2 | $202K | Buy |
3,787
+30
| +0.8% | +$1.6K | 0.06% | 233 |
|
|
2023
Q1 | $206K | Buy |
+3,757
| New | +$206K | 0.07% | 230 |
|
|
2022
Q2 | – | Sell |
-4,076
| Closed | -$260K | – | 242 |
|
|
2022
Q1 | $260K | Buy |
4,076
+185
| +5% | +$11.8K | 0.09% | 194 |
|
|
2021
Q4 | $221K | Buy |
3,891
+183
| +5% | +$10.4K | 0.08% | 215 |
|
|
2021
Q3 | $213K | Buy |
3,708
+32
| +0.9% | +$1.84K | 0.09% | 200 |
|
|
2021
Q2 | $233K | Buy |
3,676
+27
| +0.7% | +$1.71K | 0.1% | 181 |
|
|
2021
Q1 | $233K | Buy |
3,649
+30
| +0.8% | +$1.92K | 0.11% | 164 |
|
|
2020
Q4 | $201K | Buy |
+3,619
| New | +$201K | 0.12% | 152 |
|
|
2020
Q2 | – | Sell |
-55
| Closed | -$2K | – | 289 |
|
|
2020
Q1 | $2K | Sell |
55
-7
| -11% | -$255 | ﹤0.01% | 688 |
|
|
2019
Q4 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 561 |
|