Independent Advisor Alliance’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $454K | Sell |
17,127
-955
| -5% | -$25.3K | 0.01% | 613 |
|
2025
Q1 | $631K | Sell |
18,082
-1,715
| -9% | -$59.9K | 0.02% | 470 |
|
2024
Q4 | $794K | Sell |
19,797
-1,592
| -7% | -$63.9K | 0.01% | 795 |
|
2024
Q3 | $1.17M | Sell |
21,389
-16,308
| -43% | -$891K | 0.04% | 299 |
|
2024
Q2 | $2M | Buy |
37,697
+2,583
| +7% | +$137K | 0.07% | 222 |
|
2024
Q1 | $2.03M | Sell |
35,114
-179
| -0.5% | -$10.4K | 0.07% | 215 |
|
2023
Q4 | $1.94M | Sell |
35,293
-283
| -0.8% | -$15.5K | 0.07% | 212 |
|
2023
Q3 | $1.83M | Sell |
35,576
-12,476
| -26% | -$643K | 0.08% | 205 |
|
2023
Q2 | $2.56M | Sell |
48,052
-272
| -0.6% | -$14.5K | 0.11% | 164 |
|
2023
Q1 | $2.65M | Sell |
48,324
-2,119
| -4% | -$116K | 0.13% | 148 |
|
2022
Q4 | $760K | Sell |
50,443
-391
| -0.8% | -$5.89K | 0.26% | 55 |
|
2022
Q3 | $2.23M | Sell |
50,834
-17,088
| -25% | -$751K | 0.13% | 151 |
|
2022
Q2 | $3.51M | Buy |
67,922
+15,920
| +31% | +$822K | 0.2% | 107 |
|
2022
Q1 | $3.31M | Buy |
52,002
+10,271
| +25% | +$655K | 0.16% | 123 |
|
2021
Q4 | $2.37M | Buy |
41,731
+18,936
| +83% | +$1.07M | 0.12% | 143 |
|
2021
Q3 | $1.31M | Buy |
22,795
+988
| +5% | +$56.9K | 0.07% | 222 |
|
2021
Q2 | $1.38M | Buy |
21,807
+4,243
| +24% | +$269K | 0.08% | 214 |
|
2021
Q1 | $1.12M | Sell |
17,564
-490
| -3% | -$31.3K | 0.07% | 237 |
|
2020
Q4 | $1M | Buy |
18,054
+1,437
| +9% | +$79.8K | 0.07% | 214 |
|
2020
Q3 | $782K | Sell |
16,617
-227
| -1% | -$10.7K | 0.06% | 220 |
|
2020
Q2 | $687K | Sell |
16,844
-6,467
| -28% | -$264K | 0.07% | 211 |
|
2020
Q1 | $682K | Buy |
23,311
+3,466
| +17% | +$101K | 0.1% | 169 |
|
2019
Q4 | $1.09M | Buy |
19,845
+1,542
| +8% | +$84.4K | 0.05% | 345 |
|
2019
Q3 | $872K | Sell |
18,303
-1,377
| -7% | -$65.6K | 0.11% | 170 |
|
2019
Q2 | $970K | Buy |
+19,680
| New | +$970K | 0.14% | 149 |
|