IWAG
Integer Wealth Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $737K | Sell |
2,180
-197
| -8% | -$66.6K | 0.4% | 42 |
|
|
2020
Q4 | $733K | Hold |
2,377
| – | – | 0.48% | 39 |
|
|
2020
Q3 | $660K | Buy |
2,377
+28
| +1% | +$7.78K | 0.61% | 34 |
|
|
2020
Q2 | $604K | Hold |
2,349
| – | – | 0.62% | 32 |
|
|
2020
Q1 | $572K | Hold |
2,349
| – | – | 0.65% | 31 |
|
|
2019
Q4 | $677K | Buy |
+2,349
| New | +$677K | 0.67% | 33 |
|