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Sax Wealth Advisors’s Dow Inc DOW Stock Holding History

Sax Wealth Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,204
Closed -$209K – 369
2024
Q4 		$209K Sell
5,204
-923
-15% -$37K 0.02% 313
2024
Q3 		$335K Buy
+6,127
New +$335K 0.03% 211