NWM
NEIRG Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-69,278
| Closed | -$3.69M | – | 28 |
|
|
2023
Q2 | $3.69M | Sell |
69,278
-13,153
| -16% | -$701K | 0.68% | 41 |
|
|
2023
Q1 | $4.52M | Buy |
82,431
+2,901
| +4% | +$159K | 0.78% | 40 |
|
|
2022
Q4 | $4.01M | Buy |
79,530
+9,042
| +13% | +$456K | 0.75% | 40 |
|
|
2022
Q3 | $3.1M | Buy |
70,488
+12,509
| +22% | +$550K | 0.62% | 45 |
|
|
2022
Q2 | $2.99M | Buy |
57,979
+39,360
| +211% | +$2.03M | 0.65% | 43 |
|
|
2022
Q1 | $1.19M | Buy |
+18,619
| New | +$1.19M | 0.23% | 81 |
|