MWP
Moller Wealth Partners’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,900
| Closed | -$214K | – | 50 |
|
|
2023
Q1 | $214K | Buy |
+3,900
| New | +$214K | 0.07% | 48 |
|
|
2022
Q3 | – | Sell |
-3,900
| Closed | -$201K | – | 48 |
|
|
2022
Q2 | $201K | Hold |
3,900
| – | – | 0.07% | 48 |
|
|
2022
Q1 | $249K | Hold |
3,900
| – | – | 0.08% | 45 |
|
|
2021
Q4 | $221K | Hold |
3,900
| – | – | 0.07% | 48 |
|
|
2021
Q3 | $224K | Hold |
3,900
| – | – | 0.07% | 44 |
|
|
2021
Q2 | $247K | Hold |
3,900
| – | – | 0.08% | 43 |
|
|
2021
Q1 | $249K | Hold |
3,900
| – | – | 0.09% | 43 |
|
|
2020
Q4 | $216K | Buy |
+3,900
| New | +$216K | 0.09% | 48 |
|
|
2020
Q1 | – | Sell |
-3,900
| Closed | -$213K | – | 48 |
|
|
2019
Q4 | $213K | Buy |
+3,900
| New | +$213K | 0.09% | 48 |
|