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KWMG
King Wealth Management Group’s
Dow Inc
DOW
Stock Holding History
King Wealth Management Group’s Portfolio
DOW Stock Details
DOW Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-4,730
Closed
-$258K
–
158
2024
Q3
$258K
Hold
4,730
–
–
0.04%
122
2024
Q2
$251K
Hold
4,730
–
–
0.04%
124
2024
Q1
$274K
Hold
4,730
–
–
0.05%
119
2023
Q4
$259K
Hold
4,730
–
–
0.05%
120
2023
Q3
$244K
Hold
4,730
–
–
0.05%
123
2023
Q2
$252K
Hold
4,730
–
–
0.05%
127
2023
Q1
$259K
Hold
4,730
–
–
0.06%
123
2022
Q4
$238K
Hold
4,730
–
–
0.06%
123
2022
Q3
$208K
Hold
4,730
–
–
0.05%
135
2022
Q2
$244K
Hold
4,730
–
–
0.06%
138
2022
Q1
$301K
Hold
4,730
–
–
0.06%
135
2021
Q4
$268K
Hold
4,730
–
–
0.05%
147
2021
Q3
$272K
Buy
4,730
+500
+12%
+$30.6K
0.06%
146
2021
Q2
$268K
Hold
4,230
–
–
0.05%
146
2021
Q1
$270K
Hold
4,230
–
–
0.06%
135
2020
Q4
$235K
Buy
+4,230
New
+$218K
0.06%
136
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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