Dow shares owned by Valued Wealth Advisors
Historical chart of Valued Wealth Advisors investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by Valued Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dow by Valued Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $9.1k | 166 | 54.67 |
2024-06-30 | $9.3k | 175 | 53.09 |
2024-03-31 | $9.0k | 156 | 57.97 |