Capital Directions Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $56.7K | Buy |
+171
| New | +$56.7K | 0.02% | 115 |
|
|
2022
Q3 | – | Sell |
-171
| Closed | -$53K | – | 113 |
|
|
2022
Q2 | $53K | Hold |
171
| – | – | 0.02% | 125 |
|
|
2022
Q1 | $59K | Buy |
+171
| New | +$59K | 0.02% | 133 |
|
|
2021
Q4 | – | Sell |
-171
| Closed | -$58K | – | 100 |
|
|
2021
Q3 | $58K | Hold |
171
| – | – | 0.02% | 130 |
|
|
2021
Q2 | $59K | Buy |
+171
| New | +$59K | 0.02% | 116 |
|
|
2021
Q1 | – | Sell |
-171
| Closed | -$52K | – | 224 |
|
|
2020
Q4 | $52K | Hold |
171
| – | – | 0.02% | 112 |
|
|
2020
Q3 | $47K | Hold |
171
| – | – | 0.02% | 113 |
|
|
2020
Q2 | $44K | Hold |
171
| – | – | 0.02% | 113 |
|
|
2020
Q1 | $37K | Hold |
171
| – | – | 0.02% | 126 |
|
|
2019
Q4 | $49K | Hold |
171
| – | – | 0.02% | 134 |
|
|
2019
Q3 | $46K | Sell |
171
-3,320
| -95% | -$893K | 0.02% | 131 |
|
|
2019
Q2 | $928K | Hold |
3,491
| – | – | 0.32% | 22 |
|
|
2019
Q1 | $905K | Sell |
3,491
-80
| -2% | -$20.7K | 0.3% | 23 |
|
|
2018
Q4 | $833K | Sell |
3,571
-931
| -21% | -$217K | 0.29% | 24 |
|
|
2018
Q3 | $1.19M | Buy |
+4,502
| New | +$1.19M | 0.36% | 17 |
|