Provenance Wealth Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
8,796
-100
| -1% | -$2.65K | 0.03% | 110 |
|
|
2025
Q1 | $311K | Buy |
8,896
+8,130
| +1,061% | +$284K | 0.04% | 99 |
|
|
2024
Q4 | $30.7K | Sell |
766
-5,489
| -88% | -$220K | ﹤0.01% | 249 |
|
|
2024
Q3 | $342K | Sell |
6,255
-10
| -0.2% | -$546 | 0.04% | 119 |
|
|
2024
Q2 | $332K | Hold |
6,265
| – | – | 0.05% | 109 |
|
|
2024
Q1 | $363K | Hold |
6,265
| – | – | 0.05% | 104 |
|
|
2023
Q4 | $344K | Buy |
6,265
+110
| +2% | +$6.03K | 0.05% | 102 |
|
|
2023
Q3 | $317K | Buy |
+6,155
| New | +$317K | 0.05% | 97 |
|