IWM
Integris Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,666
| Closed | -$200K | – | 105 |
|
|
2024
Q3 | $200K | Buy |
+3,666
| New | +$200K | 0.06% | 102 |
|
|
2024
Q2 | – | Sell |
-3,666
| Closed | -$212K | – | 96 |
|
|
2024
Q1 | $212K | Hold |
3,666
| – | – | 0.06% | 93 |
|
|
2023
Q4 | $201K | Buy |
+3,666
| New | +$201K | 0.06% | 92 |
|
|
2023
Q2 | – | Sell |
-3,666
| Closed | -$201K | – | 83 |
|
|
2023
Q1 | $201K | Buy |
+3,666
| New | +$201K | 0.07% | 81 |
|