Butensky & Cohen Financial Security’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 |
-293
| Closed | -$62K | – | 83 |
|
|
2017
Q2 | $62K | Sell |
293
-15
| -5% | -$3.17K | 0.06% | 80 |
|
|
2017
Q1 | $64K | Sell |
308
-30
| -9% | -$6.23K | 0.06% | 78 |
|
|
2016
Q4 | $67K | Sell |
338
-15
| -4% | -$2.97K | 0.06% | 77 |
|
|
2016
Q3 | $65K | Sell |
353
-30
| -8% | -$5.52K | 0.06% | 77 |
|
|
2016
Q2 | $69K | Sell |
383
-10
| -3% | -$1.8K | 0.07% | 75 |
|
|
2016
Q1 | $69K | Sell |
393
-5
| -1% | -$878 | 0.07% | 75 |
|
|
2015
Q4 | $69K | Sell |
398
-10
| -2% | -$1.73K | 0.07% | 76 |
|
|
2015
Q3 | $66K | Hold |
408
| – | – | 0.07% | 75 |
|
|
2015
Q2 | $72K | Hold |
408
| – | – | 0.07% | 77 |
|
|
2015
Q1 | $72K | Sell |
408
-18
| -4% | -$3.18K | 0.07% | 79 |
|
|
2014
Q4 | $76K | Buy |
+426
| New | +$76K | 0.08% | 79 |
|