Gupta Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $272K | Sell |
1,542
-64
| -4% | -$11.3K | 0.06% | 205 |
|
2015
Q4 | $279K | Buy |
1,606
+115
| +8% | +$20K | 0.07% | 201 |
|
2015
Q3 | $242K | Hold |
1,491
| – | – | 0.06% | 222 |
|
2015
Q2 | $262K | Buy |
1,491
+183
| +14% | +$32.2K | 0.06% | 216 |
|
2015
Q1 | $232K | Buy |
+1,308
| New | +$232K | 0.07% | 205 |
|