SWM
Selective Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-500
| Closed | -$22K | – | 259 |
|
|
2022
Q3 | $22K | Sell |
500
-336
| -40% | -$14.8K | 0.01% | 410 |
|
|
2022
Q2 | $43K | Hold |
836
| – | – | 0.02% | 345 |
|
|
2022
Q1 | $53K | Hold |
836
| – | – | 0.02% | 289 |
|
|
2021
Q4 | $47K | Hold |
836
| – | – | 0.02% | 276 |
|
|
2021
Q3 | $48K | Sell |
836
-185
| -18% | -$10.6K | 0.03% | 258 |
|
|
2021
Q2 | $65K | Buy |
1,021
+271
| +36% | +$17.3K | 0.05% | 160 |
|
|
2021
Q1 | $48K | Buy |
750
+308
| +70% | +$19.7K | 0.04% | 131 |
|
|
2020
Q4 | $25K | Hold |
442
| – | – | 0.02% | 158 |
|
|
2020
Q3 | $21K | Hold |
442
| – | – | 0.02% | 153 |
|
|
2020
Q2 | $18K | Buy |
+442
| New | +$18K | 0.01% | 186 |
|