OWA
Outlook Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,381
| Closed | -$239K | – | 256 |
|
|
2024
Q3 | $239K | Hold |
4,381
| – | – | 0.07% | 237 |
|
|
2024
Q2 | $232K | Hold |
4,381
| – | – | 0.07% | 244 |
|
|
2024
Q1 | $254K | Sell |
4,381
-351
| -7% | -$20.3K | 0.08% | 233 |
|
|
2023
Q4 | $260K | Buy |
+4,732
| New | +$260K | 0.09% | 187 |
|