PWA
Phoenix Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,389
| Closed | -$80K | – | 178 |
|
|
2021
Q3 | $80K | Buy |
1,389
+400
| +40% | +$23K | 0.06% | 159 |
|
|
2021
Q2 | $61K | Hold |
989
| – | – | 0.04% | 178 |
|
|
2021
Q1 | $64K | Hold |
989
| – | – | 0.05% | 169 |
|
|
2020
Q4 | $55K | Buy |
+989
| New | +$55K | 0.04% | 182 |
|