RWM
RBA Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,301
| Closed | -$83.2K | – | 94 |
|
|
2021
Q1 | $83.2K | Buy |
+1,301
| New | +$83.2K | 0.07% | 75 |
|
|
2020
Q1 | – | Sell |
-6,618
| Closed | -$361K | – | 98 |
|
|
2019
Q4 | $361K | Sell |
6,618
-76
| -1% | -$4.15K | 0.25% | 80 |
|
|
2019
Q3 | $319K | Sell |
6,694
-1,750
| -21% | -$83.4K | 0.24% | 74 |
|
|
2019
Q2 | $416K | Sell |
8,444
-1,780
| -17% | -$87.7K | 0.32% | 61 |
|
|
2019
Q1 | $570K | Buy |
+10,224
| New | +$570K | 0.44% | 52 |
|