Atherton Lane Advisers’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | $880K | Sell |
5,055
-60
| -1% | -$10.4K | 0.05% | 108 |
|
2015
Q3 | $832K | Hold |
5,115
| – | – | 0.05% | 113 |
|
2015
Q2 | $899K | Sell |
5,115
-335
| -6% | -$58.9K | 0.05% | 115 |
|
2015
Q1 | $968K | Sell |
5,450
-195
| -3% | -$34.6K | 0.05% | 120 |
|
2014
Q4 | $1M | Sell |
5,645
-30
| -0.5% | -$5.34K | 0.06% | 117 |
|
2014
Q3 | $965K | Buy |
5,675
+720
| +15% | +$122K | 0.06% | 118 |
|
2014
Q2 | $832K | Buy |
+4,955
| New | +$832K | 0.05% | 134 |
|