IWA
IVC Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,537
| Closed | -$403K | – | 176 |
|
|
2025
Q1 | $403K | Sell |
11,537
-548
| -5% | -$19.1K | 0.22% | 93 |
|
|
2024
Q4 | $485K | Buy |
12,085
+560
| +5% | +$22.5K | 0.27% | 74 |
|
|
2024
Q3 | $630K | Buy |
11,525
+164
| +1% | +$8.96K | 0.34% | 66 |
|
|
2024
Q2 | $603K | Buy |
11,361
+1,537
| +16% | +$81.5K | 0.34% | 68 |
|
|
2024
Q1 | $569K | Buy |
9,824
+2,405
| +32% | +$139K | 0.33% | 69 |
|
|
2023
Q4 | $407K | Sell |
7,419
-733
| -9% | -$40.2K | 0.25% | 88 |
|
|
2023
Q3 | $420K | Buy |
8,152
+465
| +6% | +$24K | 0.28% | 90 |
|
|
2023
Q2 | $409K | Buy |
7,687
+441
| +6% | +$23.5K | 0.26% | 92 |
|
|
2023
Q1 | $397K | Sell |
7,246
-401
| -5% | -$22K | 0.28% | 86 |
|
|
2022
Q4 | $385K | Buy |
7,647
+2,200
| +40% | +$111K | 0.28% | 87 |
|
|
2022
Q3 | $239K | Buy |
5,447
+918
| +20% | +$40.3K | 0.19% | 119 |
|
|
2022
Q2 | $234K | Buy |
4,529
+266
| +6% | +$13.7K | 0.18% | 123 |
|
|
2022
Q1 | $272K | Buy |
+4,263
| New | +$272K | 0.18% | 119 |
|