Cordasco Financial Network’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 | – | Sell |
-15
| Closed | -$5K | – | 567 |
|
2021
Q3 | $5K | Hold |
15
| – | – | ﹤0.01% | 462 |
|
2021
Q2 | $5K | Hold |
15
| – | – | ﹤0.01% | 464 |
|
2021
Q1 | $5K | Hold |
15
| – | – | ﹤0.01% | 458 |
|
2020
Q4 | $5K | Buy |
+15
| New | +$5K | ﹤0.01% | 408 |
|
2015
Q2 | – | Sell |
-53
| Closed | -$9K | – | 284 |
|
2015
Q1 | $9K | Hold |
53
| – | – | 0.01% | 238 |
|
2014
Q4 | $9K | Sell |
53
-754
| -93% | -$128K | 0.01% | 240 |
|
2014
Q3 | $137K | Hold |
807
| – | – | 0.1% | 111 |
|
2014
Q2 | $135K | Hold |
807
| – | – | 0.1% | 110 |
|
2014
Q1 | $133K | Hold |
807
| – | – | 0.11% | 106 |
|
2013
Q4 | $134K | Buy |
+807
| New | +$134K | 0.1% | 91 |
|