HNWAG
High Net Worth Advisory Group’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,172
| Closed | -$215K | – | 201 |
|
|
2023
Q3 | $215K | Sell |
4,172
-590
| -12% | -$30.4K | 0.09% | 178 |
|
|
2023
Q2 | $254K | Buy |
4,762
+244
| +5% | +$13K | 0.1% | 162 |
|
|
2023
Q1 | $248K | Buy |
4,518
+1
| +0% | +$55 | 0.1% | 161 |
|
|
2022
Q4 | $228K | Sell |
4,517
-5,110
| -53% | -$257K | 0.09% | 172 |
|
|
2022
Q3 | $423K | Sell |
9,627
-47
| -0.5% | -$2.07K | 0.18% | 112 |
|
|
2022
Q2 | $499K | Sell |
9,674
-3,361
| -26% | -$173K | 0.21% | 103 |
|
|
2022
Q1 | $831K | Buy |
13,035
+154
| +1% | +$9.82K | 0.3% | 74 |
|
|
2021
Q4 | $731K | Buy |
+12,881
| New | +$731K | 0.26% | 81 |
|