WealthSource Partners’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $378K | Sell |
6,899
-1,883
| -21% | -$103K | 0.02% | 377 |
|
|
2023
Q3 | $453K | Buy |
8,782
+2,614
| +42% | +$135K | 0.03% | 332 |
|
|
2023
Q2 | $328K | Buy |
6,168
+1,255
| +26% | +$66.8K | 0.02% | 391 |
|
|
2023
Q1 | $269K | Sell |
4,913
-1,393
| -22% | -$76.4K | 0.02% | 422 |
|
|
2022
Q4 | $318K | Sell |
6,306
-55
| -0.9% | -$2.77K | 0.02% | 384 |
|
|
2022
Q3 | $279K | Buy |
6,361
+125
| +2% | +$5.48K | 0.02% | 400 |
|
|
2022
Q2 | $322K | Buy |
+6,236
| New | +$322K | 0.02% | 387 |
|
|
2020
Q1 | – | Sell |
-4,351
| Closed | -$238K | – | 358 |
|
|
2019
Q4 | $238K | Sell |
4,351
-53
| -1% | -$2.9K | 0.03% | 358 |
|
|
2019
Q3 | $210K | Buy |
+4,404
| New | +$210K | 0.03% | 404 |
|