First Capital Advisors Group’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
Q2 | $157K | Buy |
+458
| New | +$157K | 0.08% | 171 |
|
2018
Q4 | $399K | Hold |
1,712
| – | – | 0.3% | 74 |
|
2018
Q3 | $453K | Hold |
1,712
| – | – | 0.28% | 77 |
|
2018
Q2 | $416K | Sell |
1,712
-226
| -12% | -$54.9K | 0.28% | 80 |
|
2018
Q1 | $468K | Sell |
1,938
-454
| -19% | -$110K | 0.27% | 76 |
|
2017
Q4 | $592K | Sell |
2,392
-231
| -9% | -$57.2K | 0.37% | 70 |
|
2017
Q3 | $587K | Sell |
2,623
-1,234
| -32% | -$276K | 0.4% | 67 |
|
2017
Q2 | $822K | Sell |
3,857
-480
| -11% | -$102K | 0.56% | 46 |
|
2017
Q1 | $895K | Buy |
4,337
+1,485
| +52% | +$306K | 0.67% | 40 |
|
2016
Q4 | $563K | Buy |
+2,852
| New | +$563K | 0.52% | 63 |
|