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Pekin Hardy Strauss’s Dow Inc DOW Stock Holding History

Pekin Hardy Strauss’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,113
Closed -$391K – 330
2021
Q1 		$391K Hold
6,113
– – 0.06% 215
2020
Q4 		$339K Buy
6,113
+1,000
+20% +$51.6K 0.06% 208
2020
Q3 		$241K Sell
5,113
-180
-3% -$8.08K 0.05% 207
2020
Q2 		$216K Buy
+5,293
New +$194K 0.05% 191
2020
Q1 		– Sell
-5,113
Closed -$280K – 207
2019
Q4 		$280K Buy
+5,113
New +$264K 0.05% 181

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BlackRock
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State Street
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Geode Capital Management
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Capital Research Global Investors
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Morgan Stanley
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return