Dow shares owned by CWS Financial Advisors
Historical chart of CWS Financial Advisors investment in Dow
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All positions including Dow held by CWS Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $513k | 9.3k | 54.84 |
| 2023-09-30 | $522k | 10k | 51.56 |
| 2023-06-30 | $640k | 12k | 53.26 |
| 2023-03-31 | $734k | 13k | 54.82 |
| 2022-12-31 | $731k | 11k | 63.95 |
| 2022-09-30 | $538k | 12k | 43.93 |
| 2022-06-30 | $625k | 12k | 51.58 |
| 2022-03-31 | $818k | 13k | 63.70 |
| 2021-12-31 | $681k | 12k | 56.71 |
| 2021-06-30 | $724k | 11k | 63.31 |
| 2021-03-31 | $731k | 11k | 63.95 |
| 2020-12-31 | $625k | 11k | 55.49 |
| 2020-09-30 | $536k | 11k | 47.08 |
| 2020-06-30 | $448k | 11k | 40.78 |
| 2020-03-31 | $526k | 9.6k | 54.69 |
| 2019-12-31 | $526k | 9.6k | 54.69 |