Dow shares owned by Invst
Historical chart of Invst investment in Dow
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All positions including Dow held by Invst consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by Invst
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 22k | 54.04 |
| 2023-09-30 | $1.4M | 27k | 51.56 |
| 2023-06-30 | $1.5M | 28k | 53.26 |
| 2023-03-31 | $1.5M | 29k | 53.50 |
| 2022-09-30 | $208k | 4.6k | 44.81 |
| 2022-06-30 | $224k | 4.1k | 54.16 |
| 2022-03-31 | $298k | 4.5k | 66.65 |
| 2021-12-31 | $270k | 4.5k | 60.08 |
| 2021-09-30 | $323k | 5.6k | 57.64 |
| 2021-06-30 | $338k | 5.6k | 60.04 |
| 2021-03-31 | $380k | 6.1k | 62.47 |
| 2020-12-31 | $509k | 9.2k | 55.45 |
| 2020-09-30 | $360k | 7.8k | 46.13 |
| 2020-06-30 | $258k | 6.3k | 40.76 |