TrueWealth Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,575
| Closed | -$265K | – | 224 |
|
|
2025
Q1 | $265K | Buy |
7,575
+710
| +10% | +$24.8K | 0.09% | 177 |
|
|
2024
Q4 | $275K | Buy |
6,865
+1,182
| +21% | +$47.4K | 0.09% | 179 |
|
|
2024
Q3 | $310K | Buy |
5,683
+514
| +10% | +$28.1K | 0.1% | 171 |
|
|
2024
Q2 | $274K | Sell |
5,169
-804
| -13% | -$42.7K | 0.1% | 179 |
|
|
2024
Q1 | $346K | Buy |
5,973
+51
| +0.9% | +$2.95K | 0.13% | 127 |
|
|
2023
Q4 | $325K | Buy |
5,922
+209
| +4% | +$11.5K | 0.13% | 132 |
|
|
2023
Q3 | $295K | Buy |
5,713
+203
| +4% | +$10.5K | 0.12% | 131 |
|
|
2023
Q2 | $293K | Buy |
5,510
+310
| +6% | +$16.5K | 0.12% | 133 |
|
|
2023
Q1 | $285K | Sell |
5,200
-241
| -4% | -$13.2K | 0.12% | 143 |
|
|
2022
Q4 | $274K | Buy |
+5,441
| New | +$274K | 0.12% | 138 |
|