WAG
Wiser Advisor Group’s Dow Inc DOW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-138
| Closed | -$4.83K | – | 101 |
|
2025
Q1 | $4.83K | Sell |
138
-66
| -32% | -$2.31K | 0.01% | 212 |
|
2024
Q4 | $8.19K | Sell |
204
-194
| -49% | -$7.79K | 0.01% | 192 |
|
2024
Q3 | $21.7K | Buy |
398
+5
| +1% | +$273 | 0.03% | 149 |
|
2024
Q2 | $20.8K | Buy |
393
+7
| +2% | +$371 | 0.03% | 146 |
|
2024
Q1 | $22.5K | Buy |
386
+3
| +0.8% | +$175 | 0.04% | 141 |
|
2023
Q4 | $21K | Buy |
+383
| New | +$21K | 0.03% | 147 |
|