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Tyler-Stone Wealth Management’s Dow Inc DOW Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-750
Closed -$39.8K – 462
2024
Q2 		$39.8K Hold
750
– – 0.02% 407
2024
Q1 		$43.4K Hold
750
– – 0.02% 383
2023
Q4 		$41.1K Hold
750
– – 0.02% 386
2023
Q3 		$39K Sell
750
-50
-6% -$2.68K 0.02% 373
2023
Q2 		$43K Buy
+800
New +$42.5K 0.02% 363
2022
Q4 		$60K Hold
1,200
– – 0.04% 289
2022
Q3 		$53K Sell
1,200
-238
-17% -$12.1K 0.04% 293
2022
Q2 		$74K Hold
1,438
– – 0.05% 270
2022
Q1 		$92K Buy
1,438
+50
+4% +$3.02K 0.05% 262
2021
Q4 		$79K Buy
+1,388
New +$79.1K 0.04% 299

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Invesco
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