SVWAG
Sound View Wealth Advisors Group’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,377
| Closed | -$216K | – | 417 |
|
|
2024
Q4 | $216K | Buy |
5,377
+675
| +14% | +$27.1K | 0.02% | 389 |
|
|
2024
Q3 | $257K | Buy |
4,702
+399
| +9% | +$21.8K | 0.02% | 365 |
|
|
2024
Q2 | $228K | Buy |
4,303
+133
| +3% | +$7.06K | 0.02% | 340 |
|
|
2024
Q1 | $242K | Sell |
4,170
-682
| -14% | -$39.5K | 0.03% | 335 |
|
|
2023
Q4 | $266K | Sell |
4,852
-17
| -0.3% | -$932 | 0.03% | 325 |
|
|
2023
Q3 | $251K | Buy |
4,869
+250
| +5% | +$12.9K | 0.03% | 315 |
|
|
2023
Q2 | $246K | Sell |
4,619
-408
| -8% | -$21.7K | 0.03% | 314 |
|
|
2023
Q1 | $276K | Buy |
5,027
+175
| +4% | +$9.59K | 0.04% | 294 |
|
|
2022
Q4 | $266K | Buy |
+4,852
| New | +$266K | 0.03% | 325 |
|
|
2022
Q2 | – | Sell |
-3,157
| Closed | -$201K | – | 283 |
|
|
2022
Q1 | $201K | Buy |
+3,157
| New | +$201K | 0.04% | 281 |
|
|
2020
Q1 | – | Sell |
-3,942
| Closed | -$216K | – | 223 |
|
|
2019
Q4 | $216K | Sell |
3,942
-1,182
| -23% | -$64.8K | 0.06% | 230 |
|
|
2019
Q3 | $244K | Sell |
5,124
-375
| -7% | -$17.9K | 0.07% | 218 |
|
|
2019
Q2 | $271K | Buy |
+5,499
| New | +$271K | 0.08% | 208 |
|