Wealthsource Partners, LLC
- SEC CIK
- 0001674623
- Latest filing
- Jan 16, 2024
DOW holding history
Dow Inc. in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DOW overviewAll 13F holders of DOWFull Q4 2023 holdings
- Shares (Q4 2023)
- 6,899
- Value
- $378.3K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 6,899 | $378.3K | <0.1% | −1,883−21.4% | Reduced | Holders |
| Q3 2023 | 8,782 | $452.8K | <0.1% | +2,614+42.4% | Added | Holders |
| Q2 2023 | 6,168 | $328.5K | <0.1% | +1,255+25.5% | Added | Holders |
| Q1 2023 | 4,913 | $269.3K | <0.1% | −1,393−22.1% | Reduced | Holders |
| Q4 2022 | 6,306 | $317.8K | <0.1% | −55−0.9% | Reduced | Holders |
| Q3 2022 | 6,361 | $279.0K | <0.1% | +125+2.0% | Added | Holders |
| Q2 2022 | 6,236 | $322.0K | <0.1% | +6,236 | New | Holders |