Intellectus Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-554
| Closed | -$144K | – | 234 |
|
|
2019
Q1 | $144K | Buy |
+554
| New | +$144K | 0.06% | 205 |
|
|
2018
Q4 | – | Sell |
-554
| Closed | -$147K | – | 311 |
|
|
2018
Q3 | $147K | Hold |
554
| – | – | 0.05% | 250 |
|
|
2018
Q2 | $135K | Hold |
554
| – | – | 0.05% | 255 |
|
|
2018
Q1 | $134K | Hold |
554
| – | – | 0.05% | 259 |
|
|
2017
Q4 | $137K | Hold |
554
| – | – | 0.05% | 252 |
|
|
2017
Q3 | $124K | Buy |
554
+60
| +12% | +$13.4K | 0.05% | 271 |
|
|
2017
Q2 | $106K | Buy |
+494
| New | +$106K | 0.05% | 265 |
|