FWM
Finer Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,496
| Closed | -$203K | – | 76 |
|
|
2024
Q1 | $203K | Sell |
3,496
-418
| -11% | -$24.2K | 0.13% | 76 |
|
|
2023
Q4 | $215K | Sell |
3,914
-120
| -3% | -$6.58K | 0.16% | 77 |
|
|
2023
Q3 | $208K | Sell |
4,034
-387
| -9% | -$20K | 0.17% | 79 |
|
|
2023
Q2 | $235K | Sell |
4,421
-327
| -7% | -$17.4K | 0.18% | 77 |
|
|
2023
Q1 | $260K | Sell |
4,748
-93
| -2% | -$5.1K | 0.22% | 72 |
|
|
2022
Q4 | $244K | Sell |
4,841
-4,928
| -50% | -$248K | 0.23% | 72 |
|
|
2022
Q3 | $429K | Sell |
9,769
-29
| -0.3% | -$1.27K | 0.42% | 54 |
|
|
2022
Q2 | $505K | Buy |
9,798
+4,744
| +94% | +$245K | 0.46% | 48 |
|
|
2022
Q1 | $322K | Sell |
5,054
-377
| -7% | -$24K | 0.26% | 68 |
|
|
2021
Q4 | $308K | Buy |
+5,431
| New | +$308K | 0.26% | 69 |
|