KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $931K | Sell |
5,473
-255
| -4% | -$43.4K | 0.13% | 169 |
|
|
2014
Q2 | $962K | Sell |
5,728
-6,948
| -55% | -$1.17M | 0.14% | 160 |
|
|
2014
Q1 | $2.08M | Buy |
12,676
+3,132
| +33% | +$514K | 0.33% | 72 |
|
|
2013
Q4 | $1.58M | Buy |
+9,544
| New | +$1.58M | 0.27% | 90 |
|
|
2013
Q3 | – | Sell |
-2,488
| Closed | -$370K | – | 455 |
|
|
2013
Q2 | $370K | Buy |
+2,488
| New | +$370K | 0.1% | 234 |
|