Fermata 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
-775
Closed -$269K 171
2022
Q1
$269K Sell
775
-5
-0.6% -$1.74K 0.1% 132
2021
Q4
$284K Sell
780
-1
-0.1% -$364 0.1% 137
2021
Q3
$264K Buy
781
+40
+5% +$13.5K 0.12% 136
2021
Q2
$256K Buy
+741
New +$256K 0.15% 118