SWM
DOW icon

SVA Wealth Management’s Dow Inc DOW Stock Holding History

SVA Wealth Management’s Portfolio DOW Stock Details DOW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,197
Closed -$394K – 196
2019
Q4 		$394K Sell
7,197
-2,160
-23% -$118K 0.04% 164
2019
Q3 		$446K Buy
9,357
+681
+8% +$32.5K 0.04% 155
2019
Q2 		$428K Buy
+8,676
New +$428K 0.04% 160