EWM
Evermay Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25K | Hold |
85
| – | – | ﹤0.01% | 499 |
|
|
2025
Q1 | $2.97K | Buy |
+85
| New | +$2.97K | ﹤0.01% | 504 |
|
|
2024
Q1 | – | Sell |
-48
| Closed | -$2.63K | – | 639 |
|
|
2023
Q4 | $2.63K | Sell |
48
-350
| -88% | -$19.2K | ﹤0.01% | 505 |
|
|
2023
Q3 | $20.5K | Hold |
398
| – | – | ﹤0.01% | 377 |
|
|
2023
Q2 | $21.2K | Hold |
398
| – | – | ﹤0.01% | 373 |
|
|
2023
Q1 | $21.8K | Hold |
398
| – | – | ﹤0.01% | 362 |
|
|
2022
Q4 | $20.1K | Hold |
398
| – | – | ﹤0.01% | 365 |
|
|
2022
Q3 | $17K | Sell |
398
-1,000
| -72% | -$42.7K | ﹤0.01% | 353 |
|
|
2022
Q2 | $72K | Hold |
1,398
| – | – | 0.01% | 244 |
|
|
2022
Q1 | $89K | Sell |
1,398
-1,125
| -45% | -$71.6K | 0.01% | 261 |
|
|
2021
Q4 | $143K | Buy |
2,523
+525
| +26% | +$29.8K | 0.03% | 195 |
|
|
2021
Q3 | $115K | Sell |
1,998
-1,442
| -42% | -$83K | 0.02% | 207 |
|
|
2021
Q2 | $218K | Buy |
3,440
+250
| +8% | +$15.8K | 0.04% | 166 |
|
|
2021
Q1 | $204K | Buy |
+3,190
| New | +$204K | 0.04% | 171 |
|