Dow shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Dow (DOW) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dow by Optimum Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $120k | 2.1k | 57.93 |
2023-12-31 | $92k | 1.7k | 54.84 |
2023-09-30 | $87k | 1.7k | 51.56 |
2023-06-30 | $89k | 1.7k | 53.26 |
2023-03-31 | $92k | 1.7k | 54.82 |
2022-12-31 | $85k | 1.7k | 50.39 |
2022-09-30 | $75k | 1.7k | 44.01 |
2022-06-30 | $88k | 1.7k | 51.64 |
2022-03-31 | $109k | 1.7k | 63.97 |
2021-12-31 | $97k | 1.7k | 56.92 |
2021-09-30 | $98k | 1.7k | 57.51 |
2021-06-30 | $140k | 2.2k | 63.09 |
2021-03-31 | $153k | 2.4k | 64.04 |
2020-12-31 | $162k | 2.9k | 55.52 |
2020-09-30 | $146k | 3.1k | 47.02 |
2020-06-30 | $127k | 3.1k | 40.90 |
2020-03-31 | $101k | 3.5k | 29.27 |
2019-12-31 | $273k | 5.0k | 54.75 |
2019-09-30 | $195k | 4.1k | 47.58 |
2019-06-30 | $241k | 4.9k | 49.23 |
More positions owned by Optimum Investment Advisors
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