Founders Financial Securities’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 |
-2,225
| Closed | -$772K | – | 270 |
|
|
2022
Q1 | $772K | Buy |
+2,225
| New | +$772K | 0.14% | 136 |
|
|
2020
Q1 | – | Sell |
-1,359
| Closed | -$387K | – | 129 |
|
|
2019
Q4 | $387K | Buy |
+1,359
| New | +$387K | 0.13% | 86 |
|
|
2016
Q3 | – | Sell |
-54,925
| Closed | -$9.83M | – | 82 |
|
|
2016
Q2 | $9.83M | Sell |
54,925
-12,343
| -18% | -$2.21M | 4.51% | 4 |
|
|
2016
Q1 | $11.9M | Buy |
+67,268
| New | +$11.9M | 5.59% | 5 |
|