Bay Harbor 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
Q3 | – | Sell |
-2
| Closed | -$1K | – | 213 |
|
|
2021
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 204 |
|
|
2021
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 209 |
|
|
2020
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 374 |
|
|
2020
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $1K | Sell |
2
-23
| -92% | -$11.5K | ﹤0.01% | 306 |
|
|
2020
Q1 | $5K | Buy |
25
+4
| +19% | +$800 | ﹤0.01% | 228 |
|
|
2019
Q4 | $6K | Hold |
21
| – | – | ﹤0.01% | 251 |
|
|
2019
Q3 | $6K | Hold |
21
| – | – | ﹤0.01% | 258 |
|
|
2019
Q2 | $6K | Sell |
21
-276
| -93% | -$78.9K | ﹤0.01% | 257 |
|
|
2019
Q1 | $77K | Sell |
297
-81
| -21% | -$21K | 0.05% | 129 |
|
|
2018
Q4 | $88K | Buy |
+378
| New | +$88K | 0.07% | 122 |
|