XWM
Xcel Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,312
| Closed | -$230K | – | 114 |
|
|
2023
Q2 | $230K | Sell |
4,312
-5
| -0.1% | -$266 | 0.07% | 119 |
|
|
2023
Q1 | $237K | Buy |
+4,317
| New | +$237K | 0.08% | 118 |
|
|
2022
Q2 | – | Sell |
-6,946
| Closed | -$443K | – | 127 |
|
|
2022
Q1 | $443K | Buy |
6,946
+1,394
| +25% | +$88.9K | 0.12% | 100 |
|
|
2021
Q4 | $315K | Buy |
5,552
+1,701
| +44% | +$96.5K | 0.08% | 124 |
|
|
2021
Q3 | $222K | Hold |
3,851
| – | – | 0.06% | 130 |
|
|
2021
Q2 | $244K | Buy |
+3,851
| New | +$244K | 0.07% | 130 |
|