Greystone Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,852
| Closed | -$2.03M | – | 76 |
|
|
2022
Q1 | $2.03M | Sell |
5,852
-1,977
| -25% | -$686K | 0.51% | 39 |
|
|
2021
Q4 | $2.84M | Sell |
7,829
-2,836
| -27% | -$1.03M | 0.68% | 41 |
|
|
2021
Q3 | $3.61M | Sell |
10,665
-3,247
| -23% | -$1.1M | 1.07% | 42 |
|
|
2021
Q2 | $4.8M | Sell |
13,912
-9,188
| -40% | -$3.17M | 1.19% | 41 |
|
|
2021
Q1 | $7.92M | Buy |
23,100
+21,952
| +1,912% | +$7.53M | 1.99% | 13 |
|
|
2020
Q4 | $360K | Buy |
+1,148
| New | +$360K | 0.1% | 83 |
|