Beam Wealth Advisors’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
Q4 | – | Sell |
-3,297
| Closed | -$1.12M | – | 98 |
|
|
2021
Q3 | $1.12M | Sell |
3,297
-79
| -2% | -$26.7K | 0.96% | 28 |
|
|
2021
Q2 | $1.17M | Buy |
3,376
+60
| +2% | +$20.7K | 1% | 31 |
|
|
2021
Q1 | $1.1M | Sell |
3,316
-485
| -13% | -$160K | 0.98% | 34 |
|
|
2020
Q4 | $1.16M | Sell |
3,801
-129
| -3% | -$39.4K | 1.1% | 26 |
|
|
2020
Q3 | $1.09M | Sell |
3,930
-415
| -10% | -$115K | 1.02% | 30 |
|
|
2020
Q2 | $1.14M | Buy |
4,345
+288
| +7% | +$75.8K | 1.15% | 26 |
|
|
2020
Q1 | $889K | Buy |
4,057
+2,712
| +202% | +$594K | 0.88% | 35 |
|
|
2019
Q4 | $383K | Buy |
+1,345
| New | +$383K | 0.36% | 91 |
|