Emery Howard Portfolio Management’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 | $804K | Sell |
2,213
-108
| -5% | -$39.2K | 0.1% | 26 |
|
|
2021
Q3 | $785K | Buy |
2,321
+6
| +0.3% | +$2.03K | 0.11% | 26 |
|
|
2021
Q2 | $799K | Sell |
2,315
-15
| -0.6% | -$5.18K | 0.12% | 25 |
|
|
2021
Q1 | $769K | Sell |
2,330
-167
| -7% | -$55.1K | 0.12% | 23 |
|
|
2020
Q4 | $764K | Sell |
2,497
-94
| -4% | -$28.8K | 0.13% | 20 |
|
|
2020
Q3 | $719K | Buy |
2,591
+10
| +0.4% | +$2.78K | 0.14% | 20 |
|
|
2020
Q2 | $666K | Buy |
2,581
+8
| +0.3% | +$2.06K | 0.14% | 20 |
|
|
2020
Q1 | $564K | Buy |
2,573
+35
| +1% | +$7.67K | 0.14% | 24 |
|
|
2019
Q4 | $724K | Sell |
2,538
-105
| -4% | -$30K | 0.13% | 23 |
|
|
2019
Q3 | $712K | Buy |
2,643
+10
| +0.4% | +$2.69K | 0.14% | 23 |
|
|
2019
Q2 | $700K | Sell |
2,633
-382
| -13% | -$102K | 0.14% | 23 |
|
|
2019
Q1 | $781K | Sell |
3,015
-583
| -16% | -$151K | 0.16% | 23 |
|
|
2018
Q4 | $839K | Sell |
3,598
-114
| -3% | -$26.6K | 0.2% | 22 |
|
|
2018
Q3 | $981K | Sell |
3,712
-46
| -1% | -$12.2K | 0.2% | 21 |
|
|
2018
Q2 | $912K | Sell |
3,758
-454
| -11% | -$110K | 0.2% | 21 |
|
|
2018
Q1 | $1.02M | Sell |
4,212
-104
| -2% | -$25.1K | 0.22% | 20 |
|
|
2017
Q4 | $1.07M | Buy |
4,316
+155
| +4% | +$38.4K | 0.23% | 20 |
|
|
2017
Q3 | $931K | Buy |
4,161
+12
| +0.3% | +$2.69K | 0.21% | 22 |
|
|
2017
Q2 | $885K | Sell |
4,149
-182
| -4% | -$38.8K | 0.19% | 22 |
|
|
2017
Q1 | $894K | Sell |
4,331
-68
| -2% | -$14K | 0.2% | 23 |
|
|
2016
Q4 | $869K | Buy |
4,399
+12
| +0.3% | +$2.37K | 0.2% | 24 |
|
|
2016
Q3 | $802K | Buy |
4,387
+56
| +1% | +$10.2K | 0.19% | 24 |
|
|
2016
Q2 | $775K | Sell |
4,331
-1,146
| -21% | -$205K | 0.19% | 24 |
|
|
2016
Q1 | $967K | Buy |
5,477
+10
| +0.2% | +$1.77K | 0.24% | 22 |
|
|
2015
Q4 | $951K | Sell |
5,467
-58
| -1% | -$10.1K | 0.25% | 22 |
|
|
2015
Q3 | $898K | Sell |
5,525
-70
| -1% | -$11.4K | 0.25% | 23 |
|
|
2015
Q2 | $984K | Sell |
5,595
-58
| -1% | -$10.2K | 0.25% | 23 |
|
|
2015
Q1 | $1M | Sell |
5,653
-132
| -2% | -$23.4K | 0.26% | 23 |
|
|
2014
Q4 | $1.03M | Sell |
5,785
-61
| -1% | -$10.9K | 0.3% | 21 |
|
|
2014
Q3 | $994K | Sell |
5,846
-6
| -0.1% | -$1.02K | 0.31% | 22 |
|
|
2014
Q2 | $982K | Sell |
5,852
-601
| -9% | -$101K | 0.3% | 22 |
|
|
2014
Q1 | $1.06M | Sell |
6,453
-808
| -11% | -$133K | 0.35% | 19 |
|
|
2013
Q4 | $1.2M | Sell |
7,261
-383
| -5% | -$63.4K | 0.4% | 19 |
|
|
2013
Q3 | $1.15M | Sell |
7,644
-225
| -3% | -$34K | 0.42% | 19 |
|
|
2013
Q2 | $1.17M | Buy |
+7,869
| New | +$1.17M | 0.45% | 17 |
|