CWM
Cedar Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-25
| Closed | -$6K | – | 133 |
|
|
2017
Q3 | $6K | Hold |
25
| – | – | ﹤0.01% | 113 |
|
|
2017
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 113 |
|
|
2017
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 112 |
|
|
2016
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 109 |
|
|
2016
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 99 |
|
|
2016
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 108 |
|
|
2016
Q1 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 105 |
|