RPWA
Regent Peak Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,649
| Closed | -$211K | – | 168 |
|
|
2024
Q1 | $211K | Sell |
3,649
-17
| -0.5% | -$985 | 0.05% | 156 |
|
|
2023
Q4 | $201K | Buy |
+3,666
| New | +$201K | 0.05% | 160 |
|
|
2022
Q2 | – | Sell |
-3,708
| Closed | -$236K | – | 160 |
|
|
2022
Q1 | $236K | Buy |
3,708
+149
| +4% | +$9.48K | 0.07% | 145 |
|
|
2021
Q4 | $202K | Sell |
3,559
-31
| -0.9% | -$1.76K | 0.05% | 164 |
|
|
2021
Q3 | $207K | Buy |
3,590
+26
| +0.7% | +$1.5K | 0.06% | 159 |
|
|
2021
Q2 | $222K | Buy |
3,564
+250
| +8% | +$15.6K | 0.06% | 157 |
|
|
2021
Q1 | $211K | Buy |
3,314
+262
| +9% | +$16.7K | 0.07% | 148 |
|
|
2020
Q4 | $169K | Buy |
+3,052
| New | +$169K | 0.06% | 155 |
|