Mount Yale Investment Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $661K | Sell |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.78M | Sell |
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|
2023
Q1 | $3.16M | Hold |
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|
2022
Q4 | $2.9M | Hold |
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|
2022
Q3 | $2.53M | Hold |
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|
2022
Q2 | $2.97M | Hold |
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|
2022
Q1 | $3.67M | Hold |
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|
2021
Q4 | $3.27M | Hold |
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|
2021
Q3 | $3.31M | Buy |
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