Colonial River Investments’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
Q2 | – | Sell |
-909
| Closed | -$315K | – | 192 |
|
|
2022
Q1 | $315K | Sell |
909
-1,639
| -64% | -$568K | 0.18% | 138 |
|
|
2021
Q4 | $926K | Buy |
+2,548
| New | +$926K | 0.5% | 58 |
|
|
2021
Q3 | – | Sell |
-4,042
| Closed | -$1.39M | – | 94 |
|
|
2021
Q2 | $1.39M | Buy |
4,042
+281
| +7% | +$96.9K | 1% | 30 |
|
|
2021
Q1 | $1.24M | Buy |
3,761
+862
| +30% | +$285K | 1% | 31 |
|
|
2020
Q4 | $910 | Buy |
+2,899
| New | +$910 | 0.41% | 43 |
|