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Precedent Wealth Partners’s Dow Inc DOW Stock Holding History

Precedent Wealth Partners’s Portfolio DOW Stock Details DOW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,447
Closed -$721K – 138
2024
Q1 		$721K Buy
12,447
+1,638
+15% +$94.9K 0.31% 82
2023
Q4 		$593K Buy
+10,809
New +$593K 0.3% 82