Copperwynd Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,641
| Closed | -$3.36M | – | 107 |
|
|
2019
Q2 | $3.36M | Buy |
+12,641
| New | +$3.36M | 1.93% | 16 |
|
|
2018
Q4 | – | Sell |
-12,757
| Closed | -$3.37M | – | 95 |
|
|
2018
Q3 | $3.37M | Buy |
+12,757
| New | +$3.37M | 2.04% | 16 |
|
|
2018
Q2 | – | Sell |
-10,639
| Closed | -$2.57M | – | 92 |
|
|
2018
Q1 | $2.57M | Sell |
10,639
-5,521
| -34% | -$1.33M | 1.76% | 14 |
|
|
2017
Q4 | $4M | Buy |
+16,160
| New | +$4M | 2.92% | 13 |
|