Hochman Cole Investment Advisors’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
Q3 | $306K | Sell |
904
-41
| -4% | -$13.9K | 0.12% | 105 |
|
|
2021
Q2 | $326K | Buy |
945
+11
| +1% | +$3.8K | 0.13% | 96 |
|
|
2021
Q1 | $308K | Sell |
934
-6
| -0.6% | -$1.98K | 0.13% | 97 |
|
|
2020
Q4 | $288K | Sell |
940
-59
| -6% | -$18.1K | 0.12% | 94 |
|
|
2020
Q3 | $277K | Sell |
999
-1,004
| -50% | -$278K | 0.14% | 94 |
|
|
2020
Q2 | $517K | Sell |
2,003
-42
| -2% | -$10.8K | 0.29% | 65 |
|
|
2020
Q1 | $448K | Buy |
+2,045
| New | +$448K | 0.31% | 61 |
|
|
2018
Q4 | – | Sell |
-1,580
| Closed | -$418K | – | 108 |
|
|
2018
Q3 | $418K | Buy |
+1,580
| New | +$418K | 0.26% | 61 |
|
|
2017
Q2 | – | Sell |
-1,009
| Closed | -$208K | – | 92 |
|
|
2017
Q1 | $208K | Sell |
1,009
-326
| -24% | -$67.2K | 0.15% | 84 |
|
|
2016
Q4 | $264K | Buy |
+1,335
| New | +$264K | 0.19% | 73 |
|
|
2016
Q3 | – | Sell |
-1,264
| Closed | -$226K | – | 84 |
|
|
2016
Q2 | $226K | Sell |
1,264
-198
| -14% | -$35.4K | 0.19% | 66 |
|
|
2016
Q1 | $258K | Hold |
1,462
| – | – | 0.22% | 65 |
|
|
2015
Q4 | $254K | Buy |
+1,462
| New | +$254K | 0.22% | 63 |
|