MA
MONECO Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,804
| Closed | -$220K | – | 425 |
|
|
2024
Q1 | $220K | Sell |
3,804
-678
| -15% | -$39.3K | 0.04% | 381 |
|
|
2023
Q4 | $246K | Buy |
4,482
+313
| +8% | +$17.2K | 0.05% | 323 |
|
|
2023
Q3 | $215K | Sell |
4,169
-115
| -3% | -$5.93K | 0.06% | 307 |
|
|
2023
Q2 | $228K | Sell |
4,284
-187
| -4% | -$9.96K | 0.06% | 298 |
|
|
2023
Q1 | $245K | Buy |
+4,471
| New | +$245K | 0.07% | 281 |
|