QWM
QP Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-14,095
| Closed | -$811K | – | 73 |
|
|
2021
Q3 | $811K | Buy |
14,095
+485
| +4% | +$27.9K | 0.87% | 37 |
|
|
2021
Q2 | $861K | Buy |
13,610
+860
| +7% | +$54.4K | 0.88% | 38 |
|
|
2021
Q1 | $815K | Buy |
12,750
+320
| +3% | +$20.5K | 0.89% | 36 |
|
|
2020
Q4 | $690K | Buy |
+12,430
| New | +$690K | 0.76% | 38 |
|