SFWA
Summit Financial Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,864
| Closed | -$232K | – | 129 |
|
|
2022
Q3 | $232K | Sell |
4,864
-438
| -8% | -$20.9K | 0.07% | 110 |
|
|
2022
Q2 | $273K | Sell |
5,302
-283
| -5% | -$14.6K | 0.07% | 109 |
|
|
2022
Q1 | $356K | Buy |
5,585
+250
| +5% | +$15.9K | 0.07% | 100 |
|
|
2021
Q4 | $312K | Hold |
5,335
| – | – | 0.06% | 104 |
|
|
2021
Q3 | $307K | Sell |
5,335
-45
| -0.8% | -$2.59K | 0.07% | 99 |
|
|
2021
Q2 | $340K | Buy |
+5,380
| New | +$340K | 0.08% | 94 |
|
|
2019
Q3 | – | Sell |
-96,260
| Closed | -$4.75M | – | 146 |
|
|
2019
Q2 | $4.75M | Buy |
96,260
+74,974
| +352% | +$3.7M | 1.16% | 23 |
|
|
2019
Q1 | $1.21M | Buy |
+21,286
| New | +$1.21M | 0.32% | 61 |
|