Schechter Investment Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,586
| Closed | -$251K | – | 675 |
|
|
2024
Q3 | $251K | Sell |
4,586
-179
| -4% | -$9.78K | 0.02% | 534 |
|
|
2024
Q2 | $253K | Sell |
4,765
-1,201
| -20% | -$63.7K | 0.02% | 507 |
|
|
2024
Q1 | $346K | Sell |
5,966
-1,949
| -25% | -$113K | 0.03% | 465 |
|
|
2023
Q4 | $434K | Buy |
7,915
+220
| +3% | +$12.1K | 0.04% | 379 |
|
|
2023
Q3 | $397K | Sell |
7,695
-273
| -3% | -$14.1K | 0.04% | 389 |
|
|
2023
Q2 | $424K | Buy |
7,968
+121
| +2% | +$6.44K | 0.04% | 415 |
|
|
2023
Q1 | $430K | Buy |
7,847
+559
| +8% | +$30.6K | 0.04% | 443 |
|
|
2022
Q4 | $367K | Sell |
7,288
-698
| -9% | -$35.2K | 0.03% | 581 |
|
|
2022
Q3 | $351K | Buy |
7,986
+2,289
| +40% | +$101K | 0.03% | 640 |
|
|
2022
Q2 | $294K | Sell |
5,697
-804
| -12% | -$41.5K | 0.03% | 715 |
|
|
2022
Q1 | $414K | Buy |
6,501
+1,583
| +32% | +$101K | 0.04% | 588 |
|
|
2021
Q4 | $279K | Buy |
+4,918
| New | +$279K | 0.03% | 693 |
|