PWAM
Pinnacle West Asset Management’s Dow Inc DOW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,379
| Closed | -$239K | – | 115 |
|
2024
Q3 | $239K | Buy |
4,379
+57
| +1% | +$3.11K | 0.17% | 107 |
|
2024
Q2 | $229K | Buy |
4,322
+9
| +0.2% | +$477 | 0.18% | 99 |
|
2024
Q1 | $250K | Buy |
4,313
+22
| +0.5% | +$1.28K | 0.2% | 97 |
|
2023
Q4 | $235K | Buy |
4,291
+175
| +4% | +$9.58K | 0.2% | 96 |
|
2023
Q3 | $212K | Buy |
4,116
+244
| +6% | +$12.6K | 0.21% | 94 |
|
2023
Q2 | $206K | Sell |
3,872
-41
| -1% | -$2.18K | 0.2% | 99 |
|
2023
Q1 | $215K | Buy |
+3,913
| New | +$215K | 0.22% | 97 |
|