JNBA Financial 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 | $48.8K | Hold |
1,843
| – | – | ﹤0.01% | 294 |
|
|
2025
Q1 | $64.4K | Buy |
1,843
+1,000
| +119% | +$34.9K | 0.01% | 257 |
|
|
2024
Q4 | $33.8K | Hold |
843
| – | – | ﹤0.01% | 325 |
|
|
2024
Q3 | $46.1K | Sell |
843
-42
| -5% | -$2.3K | ﹤0.01% | 296 |
|
|
2024
Q2 | $47K | Buy |
885
+42
| +5% | +$2.23K | 0.01% | 289 |
|
|
2024
Q1 | $48.8K | Sell |
843
-80
| -9% | -$4.63K | 0.01% | 291 |
|
|
2023
Q4 | $50.6K | Sell |
923
-21
| -2% | -$1.15K | 0.01% | 278 |
|
|
2023
Q3 | $48.7K | Hold |
944
| – | – | 0.01% | 277 |
|
|
2023
Q2 | $50.3K | Hold |
944
| – | – | 0.01% | 277 |
|
|
2023
Q1 | $51.8K | Buy |
944
+21
| +2% | +$1.15K | 0.01% | 279 |
|
|
2022
Q4 | $46.5K | Hold |
923
| – | – | 0.01% | 284 |
|
|
2022
Q3 | $41K | Hold |
923
| – | – | 0.01% | 293 |
|
|
2022
Q2 | $48K | Hold |
923
| – | – | 0.01% | 282 |
|
|
2022
Q1 | $59K | Sell |
923
-1
| -0.1% | -$64 | 0.01% | 273 |
|
|
2021
Q4 | $52K | Hold |
924
| – | – | 0.01% | 300 |
|
|
2021
Q3 | $53K | Hold |
924
| – | – | 0.01% | 283 |
|
|
2021
Q2 | $58K | Buy |
924
+160
| +21% | +$10K | 0.01% | 272 |
|
|
2021
Q1 | $49K | Buy |
764
+1
| +0.1% | +$64 | 0.01% | 280 |
|
|
2020
Q4 | $42K | Hold |
763
| – | – | 0.01% | 280 |
|
|
2020
Q3 | $36K | Hold |
763
| – | – | 0.01% | 275 |
|
|
2020
Q2 | $31K | Sell |
763
-42
| -5% | -$1.71K | 0.01% | 281 |
|
|
2020
Q1 | $24K | Hold |
805
| – | – | 0.01% | 291 |
|
|
2019
Q4 | $44K | Buy |
805
+600
| +293% | +$32.8K | 0.01% | 260 |
|
|
2019
Q3 | $10K | Sell |
205
-91
| -31% | -$4.44K | ﹤0.01% | 406 |
|
|
2019
Q2 | $15K | Buy |
+296
| New | +$15K | ﹤0.01% | 388 |
|