EWA
Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-461
| Closed | -$156K | – | 279 |
|
|
2021
Q3 | $156K | Hold |
461
| – | – | 0.03% | 128 |
|
|
2021
Q2 | $159K | Hold |
461
| – | – | 0.03% | 138 |
|
|
2021
Q1 | $152K | Hold |
461
| – | – | 0.03% | 123 |
|
|
2020
Q4 | $141K | Hold |
461
| – | – | 0.03% | 117 |
|
|
2020
Q3 | $128K | Hold |
461
| – | – | 0.04% | 125 |
|
|
2020
Q2 | $119K | Hold |
461
| – | – | 0.04% | 102 |
|
|
2020
Q1 | $101K | Sell |
461
-585
| -56% | -$128K | 0.04% | 87 |
|
|
2019
Q4 | $298K | Buy |
1,046
+585
| +127% | +$167K | 0.07% | 60 |
|
|
2019
Q3 | $124K | Hold |
461
| – | – | 0.06% | 40 |
|
|
2019
Q2 | $123K | Sell |
461
-114
| -20% | -$30.4K | 0.05% | 57 |
|
|
2019
Q1 | $149K | Sell |
575
-1,540
| -73% | -$399K | 0.07% | 52 |
|
|
2018
Q4 | $495K | Buy |
+2,115
| New | +$495K | 0.23% | 49 |
|