West Financial Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-249
| Closed | -$13.7K | – | 158 |
|
|
2023
Q4 | $13.7K | Sell |
249
-137
| -35% | -$7.51K | ﹤0.01% | 117 |
|
|
2023
Q3 | $19.9K | Buy |
386
+79
| +26% | +$4.07K | 0.01% | 111 |
|
|
2023
Q2 | $16.4K | Buy |
307
+58
| +23% | +$3.09K | ﹤0.01% | 117 |
|
|
2023
Q1 | $13.7K | Hold |
249
| – | – | ﹤0.01% | 115 |
|
|
2022
Q4 | $12.5K | Hold |
249
| – | – | ﹤0.01% | 114 |
|
|
2022
Q3 | $11K | Hold |
249
| – | – | ﹤0.01% | 139 |
|
|
2022
Q2 | $13K | Hold |
249
| – | – | ﹤0.01% | 127 |
|
|
2022
Q1 | $16K | Hold |
249
| – | – | ﹤0.01% | 128 |
|
|
2021
Q4 | $14K | Hold |
249
| – | – | ﹤0.01% | 142 |
|
|
2021
Q3 | $14K | Hold |
249
| – | – | ﹤0.01% | 123 |
|
|
2021
Q2 | $16K | Hold |
249
| – | – | ﹤0.01% | 113 |
|
|
2021
Q1 | $16K | Hold |
249
| – | – | 0.01% | 116 |
|
|
2020
Q4 | $14K | Buy |
+249
| New | +$14K | 0.01% | 117 |
|