Capstone Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,256
| Closed | -$418K | – | 150 |
|
|
2023
Q1 | $418K | Buy |
+1,256
| New | +$418K | 0.03% | 82 |
|
|
2022
Q3 | – | Sell |
-702
| Closed | -$216K | – | 147 |
|
|
2022
Q2 | $216K | Hold |
702
| – | – | 0.02% | 110 |
|
|
2022
Q1 | $243K | Hold |
702
| – | – | 0.02% | 108 |
|
|
2021
Q4 | $255K | Hold |
702
| – | – | 0.02% | 107 |
|
|
2021
Q3 | $237K | Hold |
702
| – | – | 0.02% | 111 |
|
|
2021
Q2 | $242K | Hold |
702
| – | – | 0.02% | 115 |
|
|
2021
Q1 | $232K | Hold |
702
| – | – | 0.02% | 105 |
|
|
2020
Q4 | $215K | Buy |
+702
| New | +$215K | 0.02% | 101 |
|