Kingswood Wealth Advisors’s Dow Inc DOW Stock Holding History

Kingswood Wealth Advisors’s Portfolio DOW Stock Details DOW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$312K	Buy
2025 Q3	–	Sell
2025 Q2	$268K	Sell
2025 Q1	$474K	Buy
2024 Q4	$431K	Sell
2024 Q3	$824K	Sell
2024 Q2	$920K	Buy
2024 Q1	$967K	Buy
2023 Q4	$798K	Sell
2023 Q3	$882K	Buy