CWA
Clarus Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,360
| Closed | -$497K | – | 133 |
|
|
2020
Q1 | $497K | Buy |
+2,360
| New | +$497K | 0.5% | 60 |
|
|
2019
Q1 | – | Sell |
-7
| Closed | -$2K | – | 694 |
|
|
2018
Q4 | $2K | Sell |
7
-4,841
| -100% | -$1.38M | ﹤0.01% | 643 |
|
|
2018
Q3 | $1.28M | Buy |
4,848
+2,775
| +134% | +$734K | 0.84% | 19 |
|
|
2018
Q2 | $500K | Hold |
2,073
| – | – | 0.38% | 28 |
|
|
2018
Q1 | $500K | Buy |
2,073
+875
| +73% | +$211K | 0.46% | 28 |
|
|
2017
Q4 | $296K | Buy |
+1,198
| New | +$296K | 0.28% | 57 |
|