San Luis Wealth 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
Q1 | – | Sell |
-17,139
| Closed | -$688K | – | 142 |
|
|
2024
Q4 | $688K | Buy |
17,139
+4,336
| +34% | +$174K | 0.13% | 86 |
|
|
2024
Q3 | $699K | Buy |
12,803
+4,323
| +51% | +$236K | 0.14% | 73 |
|
|
2024
Q2 | $450K | Buy |
+8,480
| New | +$450K | 0.11% | 74 |
|
|
2023
Q3 | – | Sell |
-6,730
| Closed | -$358K | – | 95 |
|
|
2023
Q2 | $358K | Sell |
6,730
-21
| -0.3% | -$1.12K | 0.13% | 133 |
|
|
2023
Q1 | $370K | Buy |
+6,751
| New | +$370K | 0.14% | 122 |
|
|
2022
Q2 | – | Sell |
-4,670
| Closed | -$265K | – | 167 |
|
|
2022
Q1 | $265K | Buy |
+4,670
| New | +$265K | 0.13% | 128 |
|
|
2021
Q4 | – | Sell |
-4,933
| Closed | -$284K | – | 101 |
|
|
2021
Q3 | $284K | Buy |
+4,933
| New | +$284K | 0.16% | 127 |
|
|
2020
Q4 | $737K | Buy |
+13,271
| New | +$737K | 0.48% | 53 |
|