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Souders Financial Advisors’s Dow Inc DOW Stock Holding History

Souders Financial Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,264
Closed -$508K – 149
2023
Q1 		$508K Buy
9,264
+678
+8% +$38.1K 0.11% 112
2022
Q4 		$433K Buy
8,586
+110
+1% +$5.37K 0.1% 120
2022
Q3 		$372K Sell
8,476
-4,336
-34% -$220K 0.1% 122
2022
Q2 		$661K Buy
12,812
+2,610
+26% +$167K 0.19% 89
2022
Q1 		$650K Buy
10,202
+4,206
+70% +$254K 0.19% 98
2021
Q4 		$340K Buy
5,996
+512
+9% +$29.2K 0.1% 113
2021
Q3 		$316K Sell
5,484
-1,805
-25% -$110K 0.1% 108
2021
Q2 		$461K Buy
7,289
+436
+6% +$28.8K 0.16% 102
2021
Q1 		$438K Buy
+6,853
New +$410K 0.17% 91

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