Courage Miller Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,546
| Closed | -$330K | – | 69 |
|
|
2017
Q2 | $330K | Buy |
+1,546
| New | +$330K | 0.22% | 60 |
|
|
2017
Q1 | – | Sell |
-1,674
| Closed | -$331K | – | 61 |
|
|
2016
Q4 | $331K | Buy |
1,674
+50
| +3% | +$9.89K | 0.23% | 57 |
|
|
2016
Q3 | $297K | Hold |
1,624
| – | – | 0.21% | 58 |
|
|
2016
Q2 | $291K | Sell |
1,624
-13
| -0.8% | -$2.33K | 0.21% | 59 |
|
|
2016
Q1 | $289K | Hold |
1,637
| – | – | 0.2% | 58 |
|
|
2015
Q4 | $285K | Buy |
1,637
+13
| +0.8% | +$2.26K | 0.2% | 62 |
|
|
2015
Q3 | $264K | Hold |
1,624
| – | – | 0.2% | 57 |
|
|
2015
Q2 | $286K | Hold |
1,624
| – | – | 0.21% | 54 |
|
|
2015
Q1 | $288K | Hold |
1,624
| – | – | 0.22% | 54 |
|
|
2014
Q4 | $289K | Sell |
1,624
-45
| -3% | -$8.01K | 0.24% | 51 |
|
|
2014
Q3 | $284K | Buy |
1,669
+123
| +8% | +$20.9K | 0.22% | 51 |
|
|
2014
Q2 | $260K | Sell |
1,546
-20
| -1% | -$3.36K | 0.19% | 57 |
|
|
2014
Q1 | $257K | Hold |
1,566
| – | – | 0.2% | 53 |
|
|
2013
Q4 | $259K | Hold |
1,566
| – | – | 0.22% | 49 |
|
|
2013
Q3 | $236K | Hold |
1,566
| – | – | 0.19% | 49 |
|
|
2013
Q2 | $233K | Buy |
+1,566
| New | +$233K | 0.21% | 44 |
|