LJAC
L.J. Altfest & Co’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-804
| Closed | -$231K | – | 261 |
|
|
2022
Q3 | $231K | Buy |
+804
| New | +$231K | 0.04% | 240 |
|
|
2022
Q1 | – | Sell |
-1,474
| Closed | -$535K | – | 261 |
|
|
2021
Q4 | $535K | Buy |
+1,474
| New | +$535K | 0.1% | 142 |
|
|
2017
Q4 | – | Sell |
-1,635
| Closed | -$366K | – | 157 |
|
|
2017
Q3 | $366K | Hold |
1,635
| – | – | 0.18% | 110 |
|
|
2017
Q2 | $349K | Hold |
1,635
| – | – | 0.21% | 103 |
|
|
2017
Q1 | $337K | Buy |
1,635
+144
| +10% | +$29.7K | 0.13% | 102 |
|
|
2016
Q4 | $294K | Buy |
+1,491
| New | +$294K | 0.15% | 110 |
|