WOSD
WFA of San Diego’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2K | Buy |
+500
| New | +$13.2K | 0.01% | 297 |
|
|
2024
Q3 | $2.79K | Hold |
51
| – | – | ﹤0.01% | 345 |
|
|
2024
Q2 | $2.71K | Buy |
+51
| New | +$2.71K | ﹤0.01% | 351 |
|
|
2023
Q3 | $2.63K | Hold |
51
| – | – | ﹤0.01% | 337 |
|
|
2023
Q2 | $2.72K | Buy |
+51
| New | +$2.72K | ﹤0.01% | 335 |
|
|
2023
Q1 | – | Sell |
-51
| Closed | -$2.57K | – | 150 |
|
|
2022
Q4 | $2.57K | Buy |
+51
| New | +$2.57K | ﹤0.01% | 431 |
|
|
2022
Q3 | – | Sell |
-51
| Closed | -$3K | – | 161 |
|
|
2022
Q2 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 343 |
|
|
2020
Q3 | – | Sell |
-6,154
| Closed | -$326K | – | 111 |
|
|
2020
Q2 | $326K | Buy |
+6,154
| New | +$326K | 0.08% | 193 |
|