Kingswood 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 | $268K | Sell |
10,126
-3,462
| -25% | -$91.7K | 0.02% | 609 |
|
|
2025
Q1 | $474K | Buy |
13,588
+2,858
| +27% | +$99.6K | 0.04% | 410 |
|
|
2024
Q4 | $431K | Sell |
10,730
-4,356
| -29% | -$175K | 0.03% | 488 |
|
|
2024
Q3 | $824K | Sell |
15,086
-2,254
| -13% | -$123K | 0.06% | 338 |
|
|
2024
Q2 | $920K | Buy |
17,340
+649
| +4% | +$34.4K | 0.08% | 251 |
|
|
2024
Q1 | $967K | Buy |
16,691
+2,134
| +15% | +$124K | 0.11% | 211 |
|
|
2023
Q4 | $798K | Sell |
14,557
-2,542
| -15% | -$139K | 0.09% | 241 |
|
|
2023
Q3 | $882K | Buy |
+17,099
| New | +$882K | 0.15% | 159 |
|