PWAG
Polaris Wealth Advisory Group’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.32M | Sell |
122,607
-7,645
| -6% | -$394K | 0.48% | 71 |
|
|
2023
Q2 | $6.94M | Buy |
130,252
+861
| +0.7% | +$45.9K | 0.53% | 68 |
|
|
2023
Q1 | $7.09M | Sell |
129,391
-3,643
| -3% | -$200K | 0.52% | 64 |
|
|
2022
Q4 | $7.66M | Buy |
+133,034
| New | +$7.66M | 0.57% | 56 |
|
|
2022
Q3 | – | Sell |
-479,510
| Closed | -$24.7M | – | 163 |
|
|
2022
Q2 | $24.7M | Buy |
479,510
+372,348
| +347% | +$19.2M | 1.98% | 22 |
|
|
2022
Q1 | $6.56M | Buy |
+107,162
| New | +$6.56M | 0.44% | 67 |
|