IWA
IBEX Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-693
| Closed | -$36.8K | – | 128 |
|
|
2024
Q2 | $36.8K | Buy |
+693
| New | +$36.8K | 0.01% | 173 |
|
|
2021
Q4 | – | Sell |
-2,244
| Closed | -$129K | – | 247 |
|
|
2021
Q3 | $129K | Sell |
2,244
-78,032
| -97% | -$4.49M | 0.02% | 214 |
|
|
2021
Q2 | $5.08M | Buy |
80,276
+3,396
| +4% | +$215K | 1.02% | 32 |
|
|
2021
Q1 | $4.92M | Buy |
+76,880
| New | +$4.92M | 1.21% | 25 |
|
|
2019
Q3 | – | Sell |
-21,017
| Closed | -$1.04M | – | 138 |
|
|
2019
Q2 | $1.04M | Buy |
+21,017
| New | +$1.04M | 0.3% | 102 |
|