Souders Financial Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,264
| Closed | -$508K | – | 149 |
|
|
2023
Q1 | $508K | Buy |
9,264
+678
| +8% | +$37.2K | 0.11% | 112 |
|
|
2022
Q4 | $433K | Buy |
8,586
+110
| +1% | +$5.54K | 0.1% | 120 |
|
|
2022
Q3 | $372K | Sell |
8,476
-4,336
| -34% | -$190K | 0.1% | 122 |
|
|
2022
Q2 | $661K | Buy |
12,812
+2,610
| +26% | +$135K | 0.19% | 89 |
|
|
2022
Q1 | $650K | Buy |
10,202
+4,206
| +70% | +$268K | 0.19% | 98 |
|
|
2021
Q4 | $340K | Buy |
5,996
+512
| +9% | +$29K | 0.1% | 113 |
|
|
2021
Q3 | $316K | Sell |
5,484
-1,805
| -25% | -$104K | 0.1% | 108 |
|
|
2021
Q2 | $461K | Buy |
7,289
+436
| +6% | +$27.6K | 0.16% | 102 |
|
|
2021
Q1 | $438K | Buy |
+6,853
| New | +$438K | 0.17% | 91 |
|