Rise 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 | $48.2K | Sell |
1,822
-306
| -14% | -$8.1K | 0.02% | 243 |
|
|
2025
Q1 | $74.3K | Sell |
2,128
-1,460
| -41% | -$51K | 0.03% | 180 |
|
|
2024
Q4 | $144K | Sell |
3,588
-1,154
| -24% | -$46.3K | 0.07% | 108 |
|
|
2024
Q3 | $259K | Sell |
4,742
-1,085
| -19% | -$59.3K | 0.12% | 74 |
|
|
2024
Q2 | $309K | Sell |
5,827
-5
| -0.1% | -$265 | 0.16% | 63 |
|
|
2024
Q1 | $338K | Buy |
5,832
+5,725
| +5,350% | +$332K | 0.18% | 59 |
|
|
2023
Q4 | $5.88K | Buy |
107
+1
| +0.9% | +$55 | ﹤0.01% | 367 |
|
|
2023
Q3 | $5.46K | Buy |
106
+2
| +2% | +$103 | ﹤0.01% | 371 |
|
|
2023
Q2 | $5.56K | Sell |
104
-49
| -32% | -$2.62K | ﹤0.01% | 410 |
|
|
2023
Q1 | $8.37K | Buy |
153
+10
| +7% | +$547 | 0.01% | 387 |
|
|
2022
Q4 | $7.21K | Buy |
143
+2
| +1% | +$101 | 0.01% | 398 |
|
|
2022
Q3 | $6K | Buy |
141
+2
| +1% | +$85 | 0.01% | 410 |
|
|
2022
Q2 | $7K | Buy |
139
+1
| +0.7% | +$50 | 0.01% | 391 |
|
|
2022
Q1 | $9K | Buy |
138
+79
| +134% | +$5.15K | 0.01% | 339 |
|
|
2021
Q4 | $3.34K | Buy |
+59
| New | +$3.34K | ﹤0.01% | 458 |
|