EverSource Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Buy |
6,374
+2,624
| +70% | +$69.5K | 0.01% | 938 |
|
|
2025
Q1 | $131K | Sell |
3,750
-4
| -0.1% | -$140 | 0.01% | 812 |
|
|
2024
Q4 | $151K | Buy |
3,754
+1,044
| +39% | +$41.9K | 0.01% | 765 |
|
|
2024
Q3 | $148K | Buy |
2,710
+62
| +2% | +$3.39K | 0.01% | 659 |
|
|
2024
Q2 | $144K | Buy |
2,648
+254
| +11% | +$13.8K | 0.01% | 673 |
|
|
2024
Q1 | $136K | Sell |
2,394
-301
| -11% | -$17.1K | 0.01% | 609 |
|
|
2023
Q4 | $148K | Buy |
2,695
+221
| +9% | +$12.1K | 0.01% | 512 |
|
|
2023
Q3 | $128K | Sell |
2,474
-15
| -0.6% | -$773 | 0.01% | 494 |
|
|
2023
Q2 | $133K | Sell |
2,489
-249
| -9% | -$13.3K | 0.01% | 487 |
|
|
2023
Q1 | $150K | Sell |
2,738
-72
| -3% | -$3.95K | 0.02% | 436 |
|
|
2022
Q4 | $142K | Buy |
2,810
+2,126
| +311% | +$107K | 0.02% | 420 |
|
|
2022
Q3 | $30K | Sell |
684
-647
| -49% | -$28.4K | 0.01% | 763 |
|
|
2022
Q2 | $68K | Buy |
1,331
+4
| +0.3% | +$204 | 0.02% | 509 |
|
|
2022
Q1 | $84K | Buy |
1,327
+923
| +228% | +$58.4K | 0.02% | 363 |
|
|
2021
Q4 | $24K | Buy |
+404
| New | +$24K | 0.01% | 610 |
|