Encompass Wealth Advisors’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
2022
Q2
Sell
-613
Closed -$213K 236
2022
Q1
$213K Buy
+613
New +$213K 0.05% 208