Brickley 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-2,182
| Closed | -$622K | – | 42 |
|
2019
Q4 | $622K | Hold |
2,182
| – | – | 0.23% | 26 |
|
2019
Q3 | $587K | Hold |
2,182
| – | – | 0.24% | 27 |
|
2019
Q2 | $580K | Hold |
2,182
| – | – | 0.24% | 24 |
|
2019
Q1 | $565K | Hold |
2,182
| – | – | 0.25% | 26 |
|
2018
Q4 | $509K | Hold |
2,182
| – | – | 0.25% | 26 |
|
2018
Q3 | $577K | Buy |
+2,182
| New | +$577K | 0.27% | 26 |
|