Jacobus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-655
| Closed | -$115K | – | 291 |
|
|
2015
Q2 | $115K | Hold |
655
| – | – | 0.03% | 288 |
|
|
2015
Q1 | $116K | Hold |
655
| – | – | 0.03% | 279 |
|
|
2014
Q4 | $117K | Hold |
655
| – | – | 0.03% | 271 |
|
|
2014
Q3 | $111K | Hold |
655
| – | – | 0.03% | 282 |
|
|
2014
Q2 | $110K | Hold |
655
| – | – | 0.03% | 294 |
|
|
2014
Q1 | $108K | Hold |
655
| – | – | 0.03% | 294 |
|
|
2013
Q4 | $108K | Buy |
+655
| New | +$108K | 0.03% | 292 |
|