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Legacy Financial Advisors’s Dow Inc DOW Stock Holding History

Legacy Financial Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$911K Buy
34,415
+21,266
+162% +$563K 0.14% 120
2025
Q1 		$459K Buy
+13,149
New +$459K 0.08% 209
2024
Q2 		– Sell
-3,696
Closed -$214K – 339
2024
Q1 		$214K Buy
+3,696
New +$214K 0.04% 302