WFA of San Diego’s Dow Inc DOW Stock Holding History

WFA of San Diego’s Portfolio DOW Stock Details DOW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.2K	Buy
2024 Q3	$2.79K	Hold
2024 Q2	$2.71K	Buy
2023 Q3	$2.63K	Hold
2023 Q2	$2.72K	Buy
2023 Q1	–	Sell
2022 Q4	$2.57K	Buy
2022 Q3	–	Sell
2022 Q2	$3K	Buy
2020 Q3	–	Sell
2020 Q2	$326K	Buy