Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $363K | Hold |
1,000
| – | – | 0.11% | 124 |
|
|
2021
Q3 | $338K | Hold |
1,000
| – | – | 0.12% | 118 |
|
|
2021
Q2 | $345K | Sell |
1,000
-17
| -2% | -$5.87K | 0.12% | 120 |
|
|
2021
Q1 | $336K | Buy |
+1,017
| New | +$336K | 0.13% | 113 |
|
|
2018
Q1 | – | Sell |
-27
| Closed | -$7K | – | 498 |
|
|
2017
Q4 | $7K | Hold |
27
| – | – | 0.01% | 365 |
|
|
2017
Q3 | $6K | Buy |
+27
| New | +$6K | ﹤0.01% | 374 |
|