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YorkBridge Wealth Partners’s Dow Inc DOW Stock Holding History

YorkBridge Wealth Partners’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$204K Buy
+4,043
New +$198K 0.05% 248
2022
Q3 		– Sell
-4,043
Closed -$209K – 280
2022
Q2 		$209K Hold
4,043
– – 0.05% 265
2022
Q1 		$258K Hold
4,043
– – 0.06% 259
2021
Q4 		$229K Hold
4,043
– – 0.05% 263
2021
Q3 		$233K Hold
4,043
– – 0.06% 241
2021
Q2 		$256K Hold
4,043
– – 0.07% 227
2021
Q1 		$259K Hold
4,043
– – 0.08% 215
2020
Q4 		$224K Buy
+4,043
New +$209K 0.08% 191
2020
Q1 		– Sell
-4,817
Closed -$264K – 167
2019
Q4 		$264K Sell
4,817
-143
-3% -$7.39K 0.12% 153
2019
Q3 		$236K Sell
4,960
-1,529
-24% -$71.6K 0.12% 158
2019
Q2 		$320K Buy
+6,489
New +$343K 0.14% 133

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