LA
Legacy Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,093
| Closed | -$248K | – | 129 |
|
|
2025
Q1 | $248K | Buy |
7,093
+944
| +15% | +$33K | 0.03% | 368 |
|
|
2024
Q4 | $247K | Buy |
+6,149
| New | +$247K | 0.02% | 343 |
|
|
2024
Q2 | – | Sell |
-3,721
| Closed | -$216K | – | 333 |
|
|
2024
Q1 | $216K | Buy |
3,721
+6
| +0.2% | +$348 | 0.03% | 291 |
|
|
2023
Q4 | $204K | Buy |
+3,715
| New | +$204K | 0.03% | 296 |
|
|
2020
Q3 | – | Sell |
-6,988
| Closed | -$285K | – | 112 |
|
|
2020
Q2 | $285K | Hold |
6,988
| – | – | 0.23% | 75 |
|
|
2020
Q1 | $204K | Sell |
6,988
-64
| -0.9% | -$1.87K | 0.2% | 91 |
|
|
2019
Q4 | $386K | Hold |
7,052
| – | – | 0.24% | 83 |
|
|
2019
Q3 | $336K | Sell |
7,052
-90
| -1% | -$4.29K | 0.25% | 77 |
|
|
2019
Q2 | $352K | Buy |
+7,142
| New | +$352K | 0.24% | 79 |
|