VWA
Valued Wealth Advisors’s Dow Inc DOW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $375 | Sell |
14
-31
| -69% | -$830 | ﹤0.01% | 540 |
|
2025
Q1 | $1.58K | Sell |
45
-26
| -37% | -$912 | ﹤0.01% | 433 |
|
2024
Q4 | $2.86K | Sell |
71
-95
| -57% | -$3.83K | ﹤0.01% | 368 |
|
2024
Q3 | $9.08K | Sell |
166
-9
| -5% | -$492 | 0.01% | 223 |
|
2024
Q2 | $9.29K | Buy |
175
+19
| +12% | +$1.01K | 0.01% | 208 |
|
2024
Q1 | $9.04K | Buy |
156
+59
| +61% | +$3.42K | 0.01% | 192 |
|
2023
Q4 | $5.02K | Buy |
+97
| New | +$5.02K | ﹤0.01% | 201 |
|