SOA Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25K | Hold |
47
| – | – | ﹤0.01% | 743 |
|
|
2025
Q1 | $1.64K | Sell |
47
-100
| -68% | -$3.49K | ﹤0.01% | 717 |
|
|
2024
Q4 | $5.9K | Sell |
147
-167
| -53% | -$6.7K | ﹤0.01% | 602 |
|
|
2024
Q3 | $17.1K | Buy |
314
+1
| +0.3% | +$55 | ﹤0.01% | 469 |
|
|
2024
Q2 | $16.6K | Buy |
313
+1
| +0.3% | +$53 | ﹤0.01% | 465 |
|
|
2024
Q1 | $18.1K | Hold |
312
| – | – | ﹤0.01% | 454 |
|
|
2023
Q4 | $17.1K | Buy |
312
+1
| +0.3% | +$55 | ﹤0.01% | 450 |
|
|
2023
Q3 | $16K | Buy |
311
+1
| +0.3% | +$52 | ﹤0.01% | 459 |
|
|
2023
Q2 | $16.5K | Sell |
310
-46
| -13% | -$2.45K | ﹤0.01% | 459 |
|
|
2023
Q1 | $19.5K | Buy |
356
+1
| +0.3% | +$55 | ﹤0.01% | 429 |
|
|
2022
Q4 | $17.9K | Buy |
355
+1
| +0.3% | +$50 | ﹤0.01% | 424 |
|
|
2022
Q3 | $15K | Sell |
354
-4
| -1% | -$169 | ﹤0.01% | 439 |
|
|
2022
Q2 | $18K | Sell |
358
-12
| -3% | -$603 | 0.01% | 399 |
|
|
2022
Q1 | $23K | Buy |
370
+1
| +0.3% | +$62 | 0.01% | 440 |
|
|
2021
Q4 | $20K | Hold |
369
| – | – | ﹤0.01% | 444 |
|
|
2021
Q3 | $21K | Buy |
369
+46
| +14% | +$2.62K | 0.01% | 450 |
|
|
2021
Q2 | $20K | Buy |
323
+1
| +0.3% | +$62 | 0.01% | 459 |
|
|
2021
Q1 | $20K | Buy |
322
+12
| +4% | +$745 | 0.01% | 402 |
|
|
2020
Q4 | $17K | Buy |
+310
| New | +$17K | ﹤0.01% | 430 |
|