DWA
Divergent Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,142
| Closed | -$317K | – | 23 |
|
|
2020
Q3 | $317K | Hold |
1,142
| – | – | 0.09% | 29 |
|
|
2020
Q2 | $294K | Hold |
1,142
| – | – | 0.09% | 31 |
|
|
2020
Q1 | $250K | Hold |
1,142
| – | – | 0.09% | 30 |
|
|
2019
Q4 | $326K | Hold |
1,142
| – | – | 0.1% | 31 |
|
|
2019
Q3 | $307K | Hold |
1,142
| – | – | 0.1% | 31 |
|
|
2019
Q2 | $304K | Hold |
1,142
| – | – | 0.1% | 31 |
|
|
2019
Q1 | $296K | Hold |
1,142
| – | – | 0.1% | 31 |
|
|
2018
Q4 | $266K | Hold |
1,142
| – | – | 0.1% | 39 |
|
|
2018
Q3 | $302K | Hold |
1,142
| – | – | 0.1% | 28 |
|
|
2018
Q2 | $277K | Hold |
1,142
| – | – | 0.1% | 29 |
|
|
2018
Q1 | $276K | Buy |
+1,142
| New | +$276K | 0.1% | 28 |
|