Catamount Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $13K | Hold |
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|
2018
Q4 | $13K | Sell |
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|
2018
Q3 | $4.96M | Sell |
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|
2018
Q2 | $4.82M | Sell |
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|
2018
Q1 | $4.7M | Sell |
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|
2017
Q4 | $4.85M | Sell |
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|
2017
Q3 | $4.48M | Sell |
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|
2017
Q2 | $4.42M | Sell |
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|
2017
Q1 | $4.45M | Sell |
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|
2016
Q4 | $4.5M | Buy |
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|
2016
Q3 | $201K | Sell |
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|
2016
Q2 | $233K | Buy |
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|
2016
Q1 | $71K | Hold |
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|
2015
Q4 | $70K | Hold |
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|
2015
Q3 | $65K | Hold |
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|
2015
Q2 | $70K | Sell |
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|
2015
Q1 | $124K | Hold |
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|
2014
Q4 | $125K | Buy |
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