Charter Oak Capital Management’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
Q3 | – | Sell |
-60
| Closed | -$18K | – | 322 |
|
|
2022
Q2 | $18K | Hold |
60
| – | – | ﹤0.01% | 491 |
|
|
2022
Q1 | $21K | Hold |
60
| – | – | ﹤0.01% | 503 |
|
|
2021
Q4 | $22K | Hold |
60
| – | – | ﹤0.01% | 484 |
|
|
2021
Q3 | $20K | Hold |
60
| – | – | ﹤0.01% | 456 |
|
|
2021
Q2 | $21K | Hold |
60
| – | – | ﹤0.01% | 440 |
|
|
2021
Q1 | $20K | Hold |
60
| – | – | ﹤0.01% | 435 |
|
|
2020
Q4 | $18K | Buy |
+60
| New | +$18K | ﹤0.01% | 428 |
|