Sound View Wealth Advisors 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 Q1	–	Sell	-5,377	Closed	-$216K	–	417
2024 Q4	$216K	Buy	5,377 +675	+14%	+$31.5K	0.02%	389
2024 Q3	$257K	Buy	4,702 +399	+9%	+$21.1K	0.02%	365
2024 Q2	$228K	Buy	4,303 +133	+3%	+$7.6K	0.02%	340
2024 Q1	$242K	Sell	4,170 -682	-14%	-$37.7K	0.03%	335
2023 Q4	$266K	Sell	4,852 -17	-0.3%	-$869	0.03%	325
2023 Q3	$251K	Buy	4,869 +250	+5%	+$13.4K	0.03%	315
2023 Q2	$246K	Sell	4,619 -408	-8%	-$21.7K	0.03%	314
2023 Q1	$276K	Buy	5,027 +175	+4%	+$9.85K	0.04%	294
2022 Q4	$266K	Buy	+4,852	New	+$237K	0.03%	325
2022 Q2	–	Sell	-3,157	Closed	-$201K	–	283
2022 Q1	$201K	Buy	+3,157	New	+$190K	0.04%	281
2020 Q1	–	Sell	-3,942	Closed	-$216K	–	223
2019 Q4	$216K	Sell	3,942 -1,182	-23%	-$61.1K	0.06%	230
2019 Q3	$244K	Sell	5,124 -375	-7%	-$17.6K	0.07%	218
2019 Q2	$271K	Buy	+5,499	New	+$290K	0.08%	208