Dow shares owned by WR Wealth Planners
Historical chart of WR Wealth Planners investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dow by WR Wealth Planners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $116k | 2.2k | 53.05 |
2024-03-31 | $120k | 2.1k | 57.92 |
2023-09-30 | $101k | 2.0k | 51.56 |
2023-06-30 | $104k | 2.0k | 53.26 |
2023-03-31 | $112k | 2.0k | 54.83 |