SOA Wealth Advisors’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
Q3 | $7.96K | Buy |
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|
2025
Q2 | $1.25K | Hold |
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|
2025
Q1 | $1.64K | Sell |
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|
2024
Q4 | $5.9K | Sell |
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|
2024
Q3 | $17.1K | Buy |
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|
2024
Q2 | $16.6K | Buy |
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|
2024
Q1 | $18.1K | Hold |
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|
2023
Q4 | $17.1K | Buy |
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|
2023
Q3 | $16K | Buy |
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|
2023
Q2 | $16.5K | Sell |
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|
2023
Q1 | $19.5K | Buy |
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|
2022
Q4 | $17.9K | Buy |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $18K | Sell |
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|
2022
Q1 | $23K | Buy |
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|
2021
Q4 | $20K | Hold |
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|
2021
Q3 | $21K | Buy |
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|
2021
Q2 | $20K | Buy |
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|
2021
Q1 | $20K | Buy |
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|
2020
Q4 | $17K | Buy |
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