WAM
Worth Asset Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-500
| Closed | -$26.6K | – | 173 |
|
|
2023
Q2 | $26.6K | Buy |
+500
| New | +$26.6K | 0.02% | 221 |
|
|
2022
Q3 | – | Sell |
-929
| Closed | -$48K | – | 483 |
|
|
2022
Q2 | $48K | Sell |
929
-348
| -27% | -$18K | 0.03% | 198 |
|
|
2022
Q1 | $85K | Buy |
+1,277
| New | +$85K | 0.06% | 149 |
|