Alterna 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,025
| Closed | -$316K | – | 91 |
|
|
2022
Q2 | $316K | Hold |
1,025
| – | – | 0.32% | 57 |
|
|
2022
Q1 | $356K | Hold |
1,025
| – | – | 0.3% | 59 |
|
|
2021
Q4 | $372K | Buy |
+1,025
| New | +$372K | 0.31% | 58 |
|
|
2020
Q4 | $313K | Hold |
1,025
| – | – | 0.39% | 57 |
|
|
2020
Q3 | $284K | Hold |
1,025
| – | – | 0.41% | 50 |
|
|
2020
Q2 | $264K | Buy |
+1,025
| New | +$264K | 0.32% | 81 |
|
|
2020
Q1 | – | Sell |
-895
| Closed | -$255K | – | 84 |
|
|
2019
Q4 | $255K | Hold |
895
| – | – | 0.28% | 94 |
|
|
2019
Q3 | $241K | Sell |
895
-3,167
| -78% | -$853K | 0.29% | 71 |
|
|
2019
Q2 | $1.08M | Buy |
4,062
+57
| +1% | +$15.2K | 1.3% | 26 |
|
|
2019
Q1 | $1.04M | Hold |
4,005
| – | – | 0.88% | 43 |
|
|
2018
Q4 | $934K | Buy |
+4,005
| New | +$934K | 0.15% | 103 |
|