SAI
Savvy Advisors Inc’s Dow Inc DOW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $522K | Buy |
19,707
+8,475
| +75% | +$224K | 0.03% | 339 |
|
2025
Q1 | $392K | Sell |
11,232
-789
| -7% | -$27.6K | 0.04% | 333 |
|
2024
Q4 | $482K | Sell |
12,021
-1
| -0% | -$40 | 0.06% | 248 |
|
2024
Q3 | $657K | Sell |
12,022
-622
| -5% | -$34K | 0.13% | 157 |
|
2024
Q2 | $671K | Buy |
12,644
+729
| +6% | +$38.7K | 0.22% | 104 |
|
2024
Q1 | $690K | Sell |
11,915
-1,511
| -11% | -$87.5K | 0.4% | 65 |
|
2023
Q4 | $736K | Buy |
+13,426
| New | +$736K | 0.71% | 31 |
|