Dow shares owned by Core Wealth Advisors
Historical chart of Core Wealth Advisors investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dow by Core Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $115k | 2.2k | 51.56 |
2023-06-30 | $94k | 1.8k | 53.26 |
2023-03-31 | $89k | 1.6k | 54.82 |
2022-12-31 | $71k | 1.4k | 50.39 |
2022-09-30 | $17k | 398 | 42.71 |
2022-06-30 | $1.2M | 22k | 51.62 |