Cedar Brook Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-665
| Closed | -$265K | – | 112 |
|
|
2024
Q1 | $265K | Hold |
665
| – | – | 0.05% | 342 |
|
|
2023
Q4 | $251K | Hold |
665
| – | – | 0.06% | 331 |
|
|
2023
Q3 | $223K | Buy |
665
+1
| +0.2% | +$335 | 0.06% | 325 |
|
|
2023
Q2 | $228K | Buy |
+664
| New | +$228K | 0.05% | 348 |
|
|
2021
Q1 | – | Sell |
-1,133
| Closed | -$346K | – | 326 |
|
|
2020
Q4 | $346K | Hold |
1,133
| – | – | 0.12% | 191 |
|
|
2020
Q3 | $314K | Buy |
1,133
+50
| +5% | +$13.9K | 0.12% | 192 |
|
|
2020
Q2 | $279K | Hold |
1,083
| – | – | 0.12% | 203 |
|
|
2020
Q1 | $237K | Sell |
1,083
-502
| -32% | -$110K | 0.13% | 197 |
|
|
2019
Q4 | $452K | Buy |
1,585
+92
| +6% | +$26.2K | 0.19% | 145 |
|
|
2019
Q3 | $402K | Buy |
1,493
+683
| +84% | +$184K | 0.18% | 175 |
|
|
2019
Q2 | $215K | Buy |
+810
| New | +$215K | 0.1% | 269 |
|