Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $472K | Buy |
2,290
+201
| +10% | +$41.4K | 0.16% | 140 |
|
|
2016
Q4 | $413K | Sell |
2,089
-967
| -32% | -$191K | 0.15% | 148 |
|
|
2016
Q3 | $559K | Sell |
3,056
-79
| -3% | -$14.5K | 0.2% | 111 |
|
|
2016
Q2 | $561K | Buy |
3,135
+222
| +8% | +$39.7K | 0.22% | 100 |
|
|
2016
Q1 | $515K | Sell |
2,913
-83
| -3% | -$14.7K | 0.22% | 98 |
|
|
2015
Q4 | $521K | Buy |
2,996
+891
| +42% | +$155K | 0.22% | 92 |
|
|
2015
Q3 | $342K | Buy |
2,105
+1,410
| +203% | +$229K | 0.15% | 126 |
|
|
2015
Q2 | $122K | Sell |
695
-110
| -14% | -$19.3K | 0.05% | 255 |
|
|
2015
Q1 | $142K | Buy |
+805
| New | +$142K | 0.06% | 236 |
|