Jackson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-18,090
| Closed | -$5.24M | – | 114 |
|
|
2019
Q4 | $5.24M | Buy |
18,090
+527
| +3% | +$153K | 0.87% | 31 |
|
|
2019
Q3 | $4.65M | Buy |
17,563
+7,358
| +72% | +$1.95M | 0.97% | 26 |
|
|
2019
Q2 | $2.75M | Buy |
+10,205
| New | +$2.75M | 0.6% | 47 |
|
|
2018
Q4 | – | Sell |
-19,609
| Closed | -$5.19M | – | 87 |
|
|
2018
Q3 | $5.19M | Sell |
19,609
-3,117
| -14% | -$824K | 1.09% | 25 |
|
|
2018
Q2 | $5.77M | Buy |
22,726
+11,369
| +100% | +$2.89M | 1.34% | 22 |
|
|
2018
Q1 | $2.75M | Sell |
11,357
-1,888
| -14% | -$458K | 0.77% | 32 |
|
|
2017
Q4 | $3.36M | Hold |
13,245
| – | – | 0.85% | 33 |
|
|
2017
Q3 | $3.02M | Buy |
+13,245
| New | +$3.02M | 0.82% | 28 |
|