Hobart Private Capital’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
Q1 | – | Sell |
-2,870
| Closed | -$878K | – | 142 |
|
2020
Q4 | $878K | Buy |
2,870
+1,251
| +77% | +$383K | 0.38% | 38 |
|
2020
Q3 | $449K | Buy |
+1,619
| New | +$449K | 0.23% | 94 |
|
2019
Q1 | – | Sell |
-1,030
| Closed | -$240K | – | 163 |
|
2018
Q4 | $240K | Sell |
1,030
-3,208
| -76% | -$748K | 0.21% | 117 |
|
2018
Q3 | $1.12M | Buy |
4,238
+341
| +9% | +$90.2K | 0.86% | 38 |
|
2018
Q2 | $946K | Sell |
3,897
-1,645
| -30% | -$399K | 0.77% | 46 |
|
2018
Q1 | $1.34M | Sell |
5,542
-329
| -6% | -$79.4K | 1.17% | 26 |
|
2017
Q4 | $1.45M | Buy |
+5,871
| New | +$1.45M | 1.29% | 24 |
|