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Liberty Wealth Management’s Dow Inc DOW Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-2,367
Closed -$140K – 408
2021
Q3 		$140K Buy
2,367
+1,100
+87% +$67.3K 0.05% 224
2021
Q2 		$80K Buy
1,267
+631
+99% +$41.7K 0.03% 242
2021
Q1 		$33K Hold
636
– – 0.02% 363
2020
Q4 		$33K Buy
636
+2
+0.3% +$103 0.02% 360
2020
Q3 		$30K Buy
634
+123
+24% +$5.52K 0.02% 328
2020
Q2 		$21K Buy
511
+122
+31% +$4.47K 0.01% 373
2020
Q1 		$11K Sell
389
-323
-45% -$13.7K 0.01% 446
2019
Q4 		$39K Buy
712
+93
+15% +$4.8K 0.03% 294
2019
Q3 		$29K Buy
619
+87
+16% +$4.07K 0.03% 328
2019
Q2 		$26K Buy
+532
New +$28.1K 0.02% 361

Other funds holding DOW

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return