Heartwood Wealth Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.64K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $900K | Buy |
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|
2024
Q2 | $844K | Buy |
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|
2024
Q1 | $902K | Buy |
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|
2023
Q4 | $817K | Sell |
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|
2023
Q3 | $769K | Sell |
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|
2023
Q2 | $893K | Buy |
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|
2023
Q1 | $855K | Buy |
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|
2022
Q4 | $667K | Buy |
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|
2022
Q3 | $502K | Buy |
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|
2022
Q2 | $491K | Buy |
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|
2022
Q1 | $513K | Buy |
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|
2021
Q4 | $346K | Buy |
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|
2021
Q3 | $317K | Buy |
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|
2021
Q2 | $333K | Buy |
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