Klingman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-33
| Closed | -$6K | – | 156 |
|
|
2016
Q3 | $6K | Hold |
33
| – | – | ﹤0.01% | 319 |
|
|
2016
Q2 | $6K | Sell |
33
-800
| -96% | -$145K | ﹤0.01% | 318 |
|
|
2016
Q1 | $147K | Hold |
833
| – | – | 0.05% | 109 |
|
|
2015
Q4 | $145K | Sell |
833
-17
| -2% | -$2.96K | 0.05% | 130 |
|
|
2015
Q3 | $138K | Hold |
850
| – | – | 0.05% | 134 |
|
|
2015
Q2 | $149K | Hold |
850
| – | – | 0.06% | 100 |
|
|
2015
Q1 | $151K | Buy |
850
+50
| +6% | +$8.88K | 0.06% | 94 |
|
|
2014
Q4 | $142K | Buy |
+800
| New | +$142K | 0.06% | 101 |
|