Financial Synergies Wealth 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
Q2 | – | Sell |
-765
| Closed | -$44.3K | – | 170 |
|
|
2024
Q1 | $44.3K | Buy |
765
+552
| +259% | +$32K | 0.01% | 135 |
|
|
2023
Q4 | $10.7K | Sell |
213
-538
| -72% | -$27.1K | ﹤0.01% | 182 |
|
|
2023
Q3 | $38.7K | Buy |
751
+7
| +0.9% | +$361 | 0.01% | 128 |
|
|
2023
Q2 | $39.6K | Buy |
744
+7
| +0.9% | +$373 | 0.01% | 120 |
|
|
2023
Q1 | $40.4K | Buy |
737
+524
| +246% | +$28.7K | 0.01% | 124 |
|
|
2022
Q4 | $10.7K | Hold |
213
| – | – | ﹤0.01% | 182 |
|
|
2022
Q3 | $9.36K | Hold |
213
| – | – | ﹤0.01% | 168 |
|
|
2022
Q2 | $11K | Buy |
+213
| New | +$11K | ﹤0.01% | 163 |
|