SMA
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Sage Mountain Advisors’s Dow Inc DOW Stock Holding History

Sage Mountain Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,850
Closed -$204K – 490
2024
Q2 		$204K Sell
3,850
-3,349
-47% -$178K 0.02% 332
2024
Q1 		$417K Buy
+7,199
New +$417K 0.04% 185