Dow shares owned by Rise Advisors
Historical chart of Rise Advisors investment in Dow
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Quarterly reported holdings in Dow by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $338k | 5.8k | 57.93 |
| 2023-12-31 | $5.9k | 107 | 54.97 |
| 2023-09-30 | $5.5k | 106 | 51.47 |
| 2023-06-30 | $5.6k | 104 | 53.50 |
| 2023-03-31 | $8.4k | 153 | 54.73 |
| 2022-12-31 | $7.2k | 143 | 50.38 |
| 2022-09-30 | $6.0k | 141 | 42.55 |
| 2022-06-30 | $7.0k | 139 | 50.36 |
| 2022-03-31 | $9.0k | 138 | 65.22 |
| 2021-12-31 | $3.3k | 59 | 56.66 |