UIA
UBP Investment Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,556
| Closed | -$370K | – | 113 |
|
|
2022
Q1 | $370K | Sell |
3,556
-3,822
| -52% | -$398K | 0.14% | 86 |
|
|
2021
Q4 | $420K | Buy |
7,378
+125
| +2% | +$7.12K | 0.15% | 81 |
|
|
2021
Q3 | $420K | Sell |
7,253
-2,652
| -27% | -$154K | 0.16% | 83 |
|
|
2021
Q2 | $630K | Buy |
+9,905
| New | +$630K | 0.23% | 73 |
|