Ironwood Financial’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
Q4 | – | Sell |
-270
| Closed | -$91K | – | 221 |
|
|
2021
Q3 | $91K | Buy |
270
+45
| +20% | +$15.2K | 0.03% | 148 |
|
|
2021
Q2 | $78K | Buy |
225
+30
| +15% | +$10.4K | 0.02% | 151 |
|
|
2021
Q1 | $64K | Buy |
195
+170
| +680% | +$55.8K | 0.02% | 159 |
|
|
2020
Q4 | $8K | Hold |
25
| – | – | ﹤0.01% | 333 |
|
|
2020
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 287 |
|
|
2020
Q2 | $6K | Hold |
25
| – | – | ﹤0.01% | 288 |
|
|
2020
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 267 |
|
|
2019
Q4 | $7K | Hold |
25
| – | – | ﹤0.01% | 287 |
|
|
2019
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 289 |
|
|
2019
Q2 | $7K | Hold |
25
| – | – | ﹤0.01% | 290 |
|
|
2019
Q1 | $6K | Hold |
25
| – | – | ﹤0.01% | 294 |
|
|
2018
Q4 | $6K | Hold |
25
| – | – | ﹤0.01% | 280 |
|
|
2018
Q3 | $7K | Buy |
+25
| New | +$7K | ﹤0.01% | 280 |
|