RWB
RMR Wealth Builders’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
16,514
-39
| -0.2% | -$1.03K | 0.04% | 177 |
|
|
2025
Q1 | $578K | Buy |
16,553
+253
| +2% | +$8.84K | 0.06% | 140 |
|
|
2024
Q4 | $654K | Buy |
16,300
+10
| +0.1% | +$401 | 0.07% | 135 |
|
|
2024
Q3 | $890K | Sell |
16,290
-206
| -1% | -$11.3K | 0.09% | 110 |
|
|
2024
Q2 | $875K | Sell |
16,496
-1,238
| -7% | -$65.7K | 0.1% | 106 |
|
|
2024
Q1 | $1.03M | Buy |
17,734
+137
| +0.8% | +$7.94K | 0.12% | 96 |
|
|
2023
Q4 | $965K | Buy |
17,597
+158
| +0.9% | +$8.67K | 0.14% | 88 |
|
|
2023
Q3 | $899K | Buy |
17,439
+12
| +0.1% | +$619 | 0.14% | 76 |
|
|
2023
Q2 | $928K | Buy |
17,427
+22
| +0.1% | +$1.17K | 0.16% | 66 |
|
|
2023
Q1 | $954K | Sell |
17,405
-88
| -0.5% | -$4.82K | 0.18% | 65 |
|
|
2022
Q4 | $881K | Buy |
17,493
+74
| +0.4% | +$3.73K | 0.2% | 62 |
|
|
2022
Q3 | $765K | Sell |
17,419
-115
| -0.7% | -$5.05K | 0.19% | 65 |
|
|
2022
Q2 | $905K | Buy |
17,534
+9,980
| +132% | +$515K | 0.23% | 64 |
|
|
2022
Q1 | $481K | Buy |
+7,554
| New | +$481K | 0.1% | 124 |
|
|
2021
Q4 | – | Sell |
-6,701
| Closed | -$386K | – | 146 |
|
|
2021
Q3 | $386K | Sell |
6,701
-407
| -6% | -$23.4K | 0.11% | 116 |
|
|
2021
Q2 | $450K | Sell |
7,108
-404
| -5% | -$25.6K | 0.15% | 100 |
|
|
2021
Q1 | $480K | Buy |
7,512
+1,143
| +18% | +$73K | 0.12% | 102 |
|
|
2020
Q4 | $353K | Sell |
6,369
-853
| -12% | -$47.3K | 0.17% | 95 |
|
|
2020
Q3 | $340K | Buy |
7,222
+1,526
| +27% | +$71.8K | 0.09% | 145 |
|
|
2020
Q2 | $232K | Buy |
+5,696
| New | +$232K | 0.21% | 102 |
|
|
2019
Q4 | $312K | Buy |
+5,696
| New | +$312K | 0.3% | 68 |
|