J.W. Cole Advisors’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 | $1.13M | Buy |
42,841
+5,330
| +14% | +$141K | 0.02% | 623 |
|
|
2025
Q1 | $1.31M | Buy |
37,511
+27,076
| +259% | +$946K | 0.04% | 445 |
|
|
2024
Q4 | $419K | Sell |
10,435
-102
| -1% | -$4.09K | 0.02% | 668 |
|
|
2024
Q3 | $576K | Sell |
10,537
-5
| -0% | -$273 | 0.02% | 552 |
|
|
2024
Q2 | $559K | Buy |
10,542
+266
| +3% | +$14.1K | 0.03% | 500 |
|
|
2024
Q1 | $595K | Buy |
10,276
+126
| +1% | +$7.3K | 0.03% | 481 |
|
|
2023
Q4 | $557K | Buy |
10,150
+181
| +2% | +$9.93K | 0.03% | 455 |
|
|
2023
Q3 | $514K | Buy |
9,969
+7
| +0.1% | +$361 | 0.04% | 411 |
|
|
2023
Q2 | $531K | Sell |
9,962
-825
| -8% | -$43.9K | 0.04% | 411 |
|
|
2023
Q1 | $591K | Sell |
10,787
-1,092
| -9% | -$59.9K | 0.04% | 408 |
|
|
2022
Q4 | $599K | Sell |
11,879
-9,227
| -44% | -$465K | 0.05% | 375 |
|
|
2022
Q3 | $927K | Sell |
21,106
-794
| -4% | -$34.9K | 0.08% | 268 |
|
|
2022
Q2 | $1.13M | Buy |
21,900
+12,399
| +131% | +$640K | 0.09% | 241 |
|
|
2022
Q1 | $605K | Sell |
9,501
-56
| -0.6% | -$3.57K | 0.04% | 398 |
|
|
2021
Q4 | $542K | Sell |
9,557
-938
| -9% | -$53.2K | 0.04% | 433 |
|
|
2021
Q3 | $604K | Sell |
10,495
-207
| -2% | -$11.9K | 0.04% | 222 |
|
|
2021
Q2 | $677K | Sell |
10,702
-3,001
| -22% | -$190K | 0.05% | 348 |
|
|
2021
Q1 | $876K | Sell |
13,703
-124
| -0.9% | -$7.93K | 0.08% | 264 |
|
|
2020
Q4 | $767K | Sell |
13,827
-14,080
| -50% | -$781K | 0.08% | 263 |
|
|
2020
Q3 | $1.31M | Buy |
27,907
+14,708
| +111% | +$692K | 0.1% | 210 |
|
|
2020
Q2 | $538K | Buy |
+13,199
| New | +$538K | 0.08% | 217 |
|
|
2020
Q1 | – | Sell |
-9,662
| Closed | -$529K | – | 197 |
|
|
2019
Q4 | $529K | Buy |
+9,662
| New | +$529K | 0.07% | 291 |
|