Dow shares owned by KWB Wealth
Historical chart of KWB Wealth investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dow by KWB Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $230k | 4.0k | 57.94 |
2023-12-31 | $260k | 4.7k | 54.84 |
2023-09-30 | $249k | 4.7k | 53.25 |
2023-06-30 | $249k | 4.7k | 53.25 |
2023-03-31 | $227k | 4.5k | 50.39 |
2022-12-31 | $227k | 4.5k | 50.39 |