HCM
Hengehold Capital Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,307
| Closed | -$453K | – | 160 |
|
|
2022
Q1 | $453K | Buy |
1,307
+200
| +18% | +$69.3K | 0.06% | 94 |
|
|
2021
Q4 | $402K | Hold |
1,107
| – | – | 0.05% | 112 |
|
|
2021
Q3 | $374K | Hold |
1,107
| – | – | 0.05% | 108 |
|
|
2021
Q2 | $382K | Hold |
1,107
| – | – | 0.05% | 106 |
|
|
2021
Q1 | $365K | Sell |
1,107
-400
| -27% | -$132K | 0.05% | 105 |
|
|
2020
Q4 | $461K | Buy |
+1,507
| New | +$461K | 0.07% | 78 |
|
|
2020
Q1 | – | Sell |
-3,284
| Closed | -$936K | – | 120 |
|
|
2019
Q4 | $936K | Sell |
3,284
-234
| -7% | -$66.7K | 0.16% | 57 |
|
|
2019
Q3 | $947K | Buy |
3,518
+2
| +0.1% | +$538 | 0.17% | 54 |
|
|
2019
Q2 | $935K | Buy |
3,516
+550
| +19% | +$146K | 0.18% | 55 |
|
|
2019
Q1 | $769K | Sell |
2,966
-277
| -9% | -$71.8K | 0.18% | 61 |
|
|
2018
Q4 | $756K | Buy |
+3,243
| New | +$756K | 0.24% | 53 |
|