KCFA
Key Client Fiduciary Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,194
| Closed | -$284K | – | 193 |
|
|
2024
Q3 | $284K | Sell |
5,194
-267
| -5% | -$14.6K | 0.13% | 151 |
|
|
2024
Q2 | $290K | Sell |
5,461
-98
| -2% | -$5.2K | 0.14% | 141 |
|
|
2024
Q1 | $322K | Sell |
5,559
-401
| -7% | -$23.2K | 0.17% | 133 |
|
|
2023
Q4 | $327K | Sell |
5,960
-2,168
| -27% | -$119K | 0.19% | 125 |
|
|
2023
Q3 | $419K | Buy |
8,128
+7
| +0.1% | +$361 | 0.26% | 96 |
|
|
2023
Q2 | $433K | Sell |
8,121
-2,291
| -22% | -$122K | 0.25% | 93 |
|
|
2023
Q1 | $571K | Buy |
10,412
+430
| +4% | +$23.6K | 0.36% | 62 |
|
|
2022
Q4 | $503K | Buy |
+9,982
| New | +$503K | 0.34% | 66 |
|