Signature Wealth Management Group’s Dow Inc DOW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	-$7.72K	0.83%	46
2024 Q4	$2.47M	Sell	61,549 -2,344	-4%	-$109K	0.99%	39
2024 Q3	$3.49M	Buy	63,893 +1,183	+2%	+$62.4K	1.4%	34
2024 Q2	$3.33M	Buy	62,710 +139	+0.2%	+$7.94K	1.46%	31
2024 Q1	$3.55M	Buy	62,571 +334	+0.5%	+$18.5K	1.61%	25
2023 Q4	$3.41M	Buy	+62,237	New	+$3.18M	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%	+$125K	1.62%	30
2022 Q4	$3.02M	Sell	59,979 -876	-1%	-$42.8K	1.48%	32
2022 Q3	$2.67M	Buy	60,855 +2,796	+5%	+$142K	1.36%	37
2022 Q2	$3M	Sell	58,059 -500	-0.9%	-$32K	1.46%	37
2022 Q1	$3.73M	Buy	+58,559	New	+$3.53M	1.68%	23