Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 370 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 379 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 383 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 358 |
|
|
2021
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 369 |
|
|
2020
Q1 | $1K | Buy |
3
+1
| +50% | +$333 | ﹤0.01% | 302 |
|
|
2019
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 553 |
|
|
2019
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 602 |
|
|
2019
Q1 | $1K | Sell |
2
-10
| -83% | -$5K | ﹤0.01% | 602 |
|
|
2018
Q4 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 624 |
|