FAM
Formidable Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-601
| Closed | -$207K | – | 299 |
|
2023
Q2 | $207K | Hold |
601
| – | – | 0.05% | 256 |
|
2023
Q1 | $202K | Buy |
+601
| New | +$202K | 0.04% | 277 |
|
2022
Q2 | – | Sell |
-601
| Closed | -$208K | – | 331 |
|
2022
Q1 | $208K | Buy |
601
+1
| +0.2% | +$346 | 0.04% | 303 |
|
2021
Q4 | $221K | Hold |
600
| – | – | 0.04% | 281 |
|
2021
Q3 | $203K | Hold |
600
| – | – | 0.04% | 326 |
|
2021
Q2 | $208K | Buy |
+600
| New | +$208K | 0.04% | 284 |
|
2017
Q4 | – | Sell |
-3,483
| Closed | -$780K | – | 128 |
|
2017
Q3 | $780K | Hold |
3,483
| – | – | 0.33% | 68 |
|
2017
Q2 | $743K | Buy |
3,483
+60
| +2% | +$12.8K | 0.37% | 63 |
|
2017
Q1 | $719K | Buy |
+3,423
| New | +$719K | 0.31% | 77 |
|
2016
Q2 | – | Sell |
-275
| Closed | -$49K | – | 226 |
|
2016
Q1 | $49K | Hold |
275
| – | – | 0.03% | 203 |
|
2015
Q4 | $46K | Hold |
275
| – | – | 0.03% | 225 |
|
2015
Q3 | $44K | Hold |
275
| – | – | 0.03% | 238 |
|
2015
Q2 | $48K | Hold |
275
| – | – | 0.03% | 218 |
|
2015
Q1 | $50K | Hold |
275
| – | – | 0.03% | 203 |
|
2014
Q4 | $49K | Hold |
275
| – | – | 0.03% | 199 |
|
2014
Q3 | $48K | Hold |
275
| – | – | 0.03% | 196 |
|
2014
Q2 | $46K | Hold |
275
| – | – | 0.03% | 214 |
|
2014
Q1 | $45K | Hold |
275
| – | – | 0.03% | 196 |
|
2013
Q4 | $43K | Buy |
275
+175
| +175% | +$27.4K | 0.03% | 212 |
|
2013
Q3 | $15K | Buy |
+100
| New | +$15K | 0.01% | 259 |
|