EPG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-976
| Closed | -$355K | – | 409 |
|
|
2021
Q4 | $355K | Buy |
976
+6
| +0.6% | +$2.18K | 0.12% | 147 |
|
|
2021
Q3 | $328K | Sell |
970
-249
| -20% | -$84.2K | 0.13% | 152 |
|
|
2021
Q2 | $420K | Buy |
1,219
+104
| +9% | +$35.8K | 0.18% | 120 |
|
|
2021
Q1 | $368K | Buy |
1,115
+395
| +55% | +$130K | 0.18% | 119 |
|
|
2020
Q4 | $220K | Buy |
+720
| New | +$220K | 0.13% | 141 |
|
|
2020
Q2 | – | Sell |
-1,120
| Closed | -$246K | – | 283 |
|
|
2020
Q1 | $246K | Buy |
1,120
+449
| +67% | +$98.6K | 0.18% | 103 |
|
|
2019
Q4 | $191K | Buy |
+671
| New | +$191K | 0.14% | 100 |
|