FormulaFolio Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $76K | Hold |
221
| – | – | 0.03% | 123 |
|
|
2021
Q1 | $76K | Sell |
221
-5,109
| -96% | -$1.76M | 0.02% | 119 |
|
|
2020
Q4 | $1.63M | Buy |
5,330
+2,586
| +94% | +$791K | 0.03% | 271 |
|
|
2020
Q3 | $761K | Sell |
2,744
-399
| -13% | -$111K | 0.03% | 169 |
|
|
2020
Q2 | $810K | Buy |
3,143
+1,433
| +84% | +$369K | 0.03% | 156 |
|
|
2020
Q1 | $375K | Buy |
1,710
+985
| +136% | +$216K | 0.02% | 198 |
|
|
2019
Q4 | $207K | Buy |
+725
| New | +$207K | 0.01% | 349 |
|
|
2018
Q2 | – | Sell |
-873
| Closed | -$211K | – | 305 |
|
|
2018
Q1 | $211K | Sell |
873
-649
| -43% | -$157K | 0.01% | 257 |
|
|
2017
Q4 | $377K | Sell |
1,522
-14
| -0.9% | -$3.47K | 0.02% | 199 |
|
|
2017
Q3 | $344K | Sell |
1,536
-1,092
| -42% | -$245K | 0.03% | 176 |
|
|
2017
Q2 | $560K | Buy |
+2,628
| New | +$560K | 0.05% | 117 |
|