Evergreen Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,284
| Closed | -$431K | – | 858 |
|
|
2023
Q3 | $431K | Buy |
1,284
+1
| +0.1% | +$336 | 0.02% | 430 |
|
|
2023
Q2 | $442K | Sell |
1,283
-99
| -7% | -$34.1K | 0.02% | 423 |
|
|
2023
Q1 | $461K | Buy |
1,382
+302
| +28% | +$101K | 0.02% | 394 |
|
|
2022
Q4 | $359K | Hold |
1,080
| – | – | 0.02% | 428 |
|
|
2022
Q3 | $310K | Hold |
1,080
| – | – | 0.02% | 438 |
|
|
2022
Q2 | $333K | Buy |
+1,080
| New | +$333K | 0.02% | 402 |
|