Bridgewater Wealth & Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,295
| Closed | -$1.34M | – | 54 |
|
|
2017
Q2 | $1.34M | Buy |
6,295
+11
| +0.2% | +$2.35K | 0.45% | 42 |
|
|
2017
Q1 | $1.3M | Buy |
6,284
+34
| +0.5% | +$7.02K | 0.47% | 42 |
|
|
2016
Q4 | $1.23M | Sell |
6,250
-446
| -7% | -$88.1K | 0.47% | 42 |
|
|
2016
Q3 | $1.22M | Sell |
6,696
-425
| -6% | -$77.7K | 0.45% | 43 |
|
|
2016
Q2 | $1.28M | Buy |
7,121
+18
| +0.3% | +$3.22K | 0.46% | 42 |
|
|
2016
Q1 | $1.26M | Buy |
7,103
+487
| +7% | +$86K | 0.46% | 41 |
|
|
2015
Q4 | $1.15M | Buy |
6,616
+214
| +3% | +$37.2K | 0.45% | 41 |
|
|
2015
Q3 | $1.04M | Buy |
+6,402
| New | +$1.04M | 0.43% | 42 |
|
|
2015
Q1 | – | Sell |
-5,550
| Closed | -$987K | – | 82 |
|
|
2014
Q4 | $987K | Buy |
+5,550
| New | +$987K | 0.4% | 47 |
|