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Root Financial Partners’s Dow Inc DOW Stock Holding History

Root Financial Partners’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,976
Closed -$244K – 257
2025
Q1 		$244K Sell
6,976
-1,409
-17% -$49.2K 0.03% 183
2024
Q4 		$336K Buy
8,385
+1,528
+22% +$61.3K 0.04% 144
2024
Q3 		$375K Buy
+6,857
New +$375K 0.06% 108