Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-298
| Closed | -$98K | – | 177 |
|
|
2021
Q1 | $98K | Hold |
298
| – | – | 0.06% | 151 |
|
|
2020
Q4 | $91K | Sell |
298
-163
| -35% | -$49.8K | 0.06% | 155 |
|
|
2020
Q3 | $128K | Hold |
461
| – | – | 0.1% | 131 |
|
|
2020
Q2 | $119K | Sell |
461
-551
| -54% | -$142K | 0.1% | 138 |
|
|
2020
Q1 | $222K | Sell |
1,012
-27
| -3% | -$5.92K | 0.21% | 99 |
|
|
2019
Q4 | $296K | Buy |
+1,039
| New | +$296K | 0.23% | 100 |
|