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Dow shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Dow (DOW) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Dow

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All positions including Dow held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $25k 416 60.10
2023-12-31 $38k 699 54.36
2023-09-30 $30k 598 50.17
2023-06-30 $24k 469 51.17
2023-03-31 $19k 390 48.72
2022-12-31 $16k 369 43.36
2022-09-30 $16k 369 43.36
2022-06-30 $19k 369 51.49
2022-03-31 $21k 334 62.87
2021-12-31 $36k 634 56.78
2021-09-30 $27k 472 57.20
2021-06-30 $8.0k 122 65.57
2021-03-31 $999 22 45.45