Kings Point Capital Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $275K | Sell |
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|
2021
Q4 | $299K | Hold |
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|
2021
Q3 | $278K | Hold |
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|
2021
Q2 | $284K | Sell |
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|
2021
Q1 | $291K | Sell |
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|
2020
Q4 | $299K | Buy |
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|
2020
Q3 | $139K | Hold |
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|
2020
Q2 | $129K | Hold |
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|
2020
Q1 | $110K | Sell |
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|
2019
Q4 | $217K | Buy |
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|
2019
Q3 | $127K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $12K | Hold |
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|
2014
Q4 | $12K | Hold |
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|
2014
Q3 | $11K | Hold |
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|
2014
Q2 | $11K | Buy |
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