SWMG
Signature Wealth Management Group’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-61,348
| Closed | -$2.14M | – | 119 |
|
|
2025
Q1 | $2.14M | Sell |
61,348
-201
| -0.3% | -$7.02K | 0.83% | 46 |
|
|
2024
Q4 | $2.47M | Sell |
61,549
-2,344
| -4% | -$94.1K | 0.99% | 39 |
|
|
2024
Q3 | $3.49M | Buy |
63,893
+1,183
| +2% | +$64.6K | 1.4% | 34 |
|
|
2024
Q2 | $3.33M | Buy |
62,710
+139
| +0.2% | +$7.37K | 1.46% | 31 |
|
|
2024
Q1 | $3.55M | Buy |
62,571
+334
| +0.5% | +$18.9K | 1.61% | 25 |
|
|
2023
Q4 | $3.41M | Buy |
+62,237
| New | +$3.41M | 1.58% | 29 |
|
|
2023
Q2 | $3.43M | Buy |
64,374
+2,175
| +3% | +$116K | 1.6% | 30 |
|
|
2023
Q1 | $3.41M | Buy |
62,199
+2,220
| +4% | +$122K | 1.62% | 30 |
|
|
2022
Q4 | $3.02M | Sell |
59,979
-876
| -1% | -$44.1K | 1.48% | 32 |
|
|
2022
Q3 | $2.67M | Buy |
60,855
+2,796
| +5% | +$123K | 1.36% | 37 |
|
|
2022
Q2 | $3M | Sell |
58,059
-500
| -0.9% | -$25.8K | 1.46% | 37 |
|
|
2022
Q1 | $3.73M | Buy |
+58,559
| New | +$3.73M | 1.68% | 23 |
|