One Wealth Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,812
| Closed | -$395K | – | 237 |
|
|
2024
Q1 | $395K | Sell |
6,812
-4,499
| -40% | -$261K | 0.07% | 152 |
|
|
2023
Q4 | $620K | Sell |
11,311
-894
| -7% | -$49K | 0.12% | 91 |
|
|
2023
Q3 | $629K | Buy |
12,205
+105
| +0.9% | +$5.41K | 0.14% | 84 |
|
|
2023
Q2 | $644K | Buy |
12,100
+2,862
| +31% | +$152K | 0.14% | 85 |
|
|
2023
Q1 | $506K | Buy |
9,238
+5,203
| +129% | +$285K | 0.12% | 99 |
|
|
2022
Q4 | $203K | Buy |
+4,035
| New | +$203K | 0.05% | 188 |
|