Dow shares owned by TrinityPoint Wealth
Historical chart of TrinityPoint Wealth investment in Dow
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All positions including Dow held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $907k | 17k | 54.84 |
| 2023-09-30 | $951k | 18k | 51.56 |
| 2023-06-30 | $1.0M | 19k | 53.26 |
| 2023-03-31 | $1.1M | 19k | 54.82 |
| 2022-12-31 | $966k | 19k | 50.39 |
| 2022-09-30 | $869k | 20k | 43.91 |
| 2022-06-30 | $928k | 18k | 51.62 |
| 2022-03-31 | $1.1M | 18k | 63.71 |
| 2021-12-31 | $710k | 13k | 56.68 |
| 2021-09-30 | $1.1M | 19k | 57.59 |