Alpha Omega Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-158
| Closed | -$42K | – | 305 |
|
|
2019
Q2 | $42K | Hold |
158
| – | – | 0.02% | 267 |
|
|
2019
Q1 | $41K | Hold |
158
| – | – | 0.02% | 263 |
|
|
2018
Q4 | $37K | Hold |
158
| – | – | 0.02% | 241 |
|
|
2018
Q3 | $42K | Sell |
158
-80
| -34% | -$21.3K | 0.02% | 237 |
|
|
2018
Q2 | $58K | Buy |
238
+80
| +51% | +$19.5K | 0.03% | 212 |
|
|
2018
Q1 | $38K | Hold |
158
| – | – | 0.02% | 228 |
|
|
2017
Q4 | $39K | Hold |
158
| – | – | 0.02% | 237 |
|
|
2017
Q3 | $35K | Hold |
158
| – | – | 0.02% | 245 |
|
|
2017
Q2 | $34K | Hold |
158
| – | – | 0.02% | 247 |
|
|
2017
Q1 | $33K | Hold |
158
| – | – | 0.02% | 252 |
|
|
2016
Q4 | $31K | Hold |
158
| – | – | 0.02% | 258 |
|
|
2016
Q3 | $29K | Hold |
158
| – | – | 0.02% | 124 |
|
|
2016
Q2 | $28K | Hold |
158
| – | – | 0.02% | 125 |
|
|
2016
Q1 | $28K | Hold |
158
| – | – | 0.02% | 121 |
|
|
2015
Q4 | $27K | Buy |
+158
| New | +$27K | 0.02% | 120 |
|