Fusion Family Wealth’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 | – | Sell |
-95
| Closed | -$31K | – | 52 |
|
|
2021
Q1 | $31K | Sell |
95
-5
| -5% | -$1.63K | ﹤0.01% | 61 |
|
|
2020
Q4 | $31K | Hold |
100
| – | – | 0.01% | 57 |
|
|
2020
Q3 | $28K | Buy |
+100
| New | +$28K | 0.01% | 62 |
|
|
2018
Q1 | – | Sell |
-45
| Closed | -$11K | – | 283 |
|
|
2017
Q4 | $11K | Hold |
45
| – | – | ﹤0.01% | 207 |
|
|
2017
Q3 | $10K | Hold |
45
| – | – | ﹤0.01% | 151 |
|
|
2017
Q2 | $10K | Hold |
45
| – | – | ﹤0.01% | 200 |
|
|
2017
Q1 | $9K | Hold |
45
| – | – | ﹤0.01% | 209 |
|
|
2016
Q4 | $8K | Buy |
+45
| New | +$8K | ﹤0.01% | 263 |
|