FundX Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-122,181
| Closed | -$31.7M | – | 44 |
|
|
2019
Q1 | $31.7M | Sell |
122,181
-41,879
| -26% | -$10.9M | 10.75% | 2 |
|
|
2018
Q4 | $38.3M | Buy |
+164,060
| New | +$38.3M | 14.24% | 1 |
|
|
2018
Q3 | – | Sell |
-178,933
| Closed | -$43.4M | – | 41 |
|
|
2018
Q2 | $43.4M | Sell |
178,933
-22,159
| -11% | -$5.38M | 21.5% | 2 |
|
|
2018
Q1 | $48.5M | Sell |
201,092
-25,153
| -11% | -$6.07M | 25.47% | 2 |
|
|
2017
Q4 | $56M | Buy |
+226,245
| New | +$56M | 28.22% | 2 |
|
|
2017
Q2 | – | Sell |
-34,099
| Closed | -$7.04M | – | 40 |
|
|
2017
Q1 | $7.04M | Buy |
+34,099
| New | +$7.04M | 2.96% | 14 |
|