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Sweet Financial Partners’s Dow Inc DOW Stock Holding History

Sweet Financial Partners’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
2024
Q2 		– Sell
-6,613
Closed -$383K – 195
2024
Q1 		$383K Buy
6,613
+3
+0% +$166 0.09% 140
2023
Q4 		$362K Sell
6,610
-10
-0.2% -$511 0.09% 140
2023
Q3 		$341K Buy
6,620
+3
+0% +$161 0.09% 134
2023
Q2 		$352K Buy
6,617
+3
+0% +$159 0.09% 133
2023
Q1 		$363K Buy
6,614
+76
+1% +$4.28K 0.1% 123
2022
Q4 		$329K Buy
6,538
+2
+0% +$98 0.1% 128
2022
Q3 		$287K Sell
6,536
-330
-5% -$16.7K 0.09% 134
2022
Q2 		$354K Buy
6,866
+2
+0% +$128 0.11% 117
2022
Q1 		$437K Buy
6,864
+1,938
+39% +$117K 0.12% 105
2021
Q4 		$279K Buy
+4,926
New +$281K 0.12% 113

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