JFS Wealth 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 | $26.8K | Sell |
1,010
-833
| -45% | -$22.1K | ﹤0.01% | 595 |
|
|
2025
Q1 | $64.4K | Buy |
1,843
+497
| +37% | +$17.4K | ﹤0.01% | 430 |
|
|
2024
Q4 | $54K | Sell |
1,346
-331
| -20% | -$13.3K | ﹤0.01% | 447 |
|
|
2024
Q3 | $91.6K | Buy |
1,677
+965
| +136% | +$52.7K | 0.01% | 376 |
|
|
2024
Q2 | $37.8K | Sell |
712
-10
| -1% | -$531 | ﹤0.01% | 466 |
|
|
2024
Q1 | $41.8K | Sell |
722
-28
| -4% | -$1.62K | ﹤0.01% | 459 |
|
|
2023
Q4 | $41.1K | Sell |
750
-772
| -51% | -$42.3K | ﹤0.01% | 438 |
|
|
2023
Q3 | $78.5K | Buy |
1,522
+63
| +4% | +$3.25K | 0.01% | 308 |
|
|
2023
Q2 | $77.7K | Sell |
1,459
-39
| -3% | -$2.08K | 0.01% | 309 |
|
|
2023
Q1 | $82.1K | Buy |
1,498
+106
| +8% | +$5.81K | 0.01% | 303 |
|
|
2022
Q4 | $70.1K | Buy |
1,392
+252
| +22% | +$12.7K | 0.01% | 327 |
|
|
2022
Q3 | $50K | Sell |
1,140
-126
| -10% | -$5.53K | 0.01% | 373 |
|
|
2022
Q2 | $65K | Buy |
1,266
+218
| +21% | +$11.2K | 0.01% | 354 |
|
|
2022
Q1 | $67K | Buy |
1,048
+173
| +20% | +$11.1K | 0.01% | 364 |
|
|
2021
Q4 | $50K | Buy |
875
+75
| +9% | +$4.29K | ﹤0.01% | 419 |
|
|
2021
Q3 | $46K | Buy |
800
+200
| +33% | +$11.5K | ﹤0.01% | 422 |
|
|
2021
Q2 | $38K | Hold |
600
| – | – | 0.01% | 297 |
|
|
2021
Q1 | $38K | Hold |
600
| – | – | 0.01% | 273 |
|
|
2020
Q4 | $33K | Hold |
600
| – | – | 0.01% | 280 |
|
|
2020
Q3 | $28K | Hold |
600
| – | – | 0.01% | 285 |
|
|
2020
Q2 | $24K | Buy |
600
+200
| +50% | +$8K | 0.01% | 286 |
|
|
2020
Q1 | $12K | Buy |
+400
| New | +$12K | ﹤0.01% | 332 |
|