Lehman & Derafelo Financial Resources’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
Q4 | $778K | Hold |
2,347
| – | – | 0.23% | 52 |
|
|
2022
Q3 | $676K | Buy |
2,347
+7
| +0.3% | +$2.02K | 0.21% | 48 |
|
|
2022
Q2 | $722K | Hold |
2,340
| – | – | 0.22% | 49 |
|
|
2022
Q1 | $813K | Buy |
2,340
+450
| +24% | +$156K | 0.23% | 50 |
|
|
2021
Q4 | $687K | Hold |
1,890
| – | – | 0.21% | 51 |
|
|
2021
Q3 | $639K | Hold |
1,890
| – | – | 0.21% | 52 |
|
|
2021
Q2 | $652K | Hold |
1,890
| – | – | 0.18% | 59 |
|
|
2021
Q1 | $624K | Hold |
1,890
| – | – | 0.18% | 58 |
|
|
2020
Q4 | $578K | Sell |
1,890
-40
| -2% | -$12.2K | 0.17% | 61 |
|
|
2020
Q3 | $536K | Sell |
1,930
-40
| -2% | -$11.1K | 0.17% | 56 |
|
|
2020
Q2 | $508K | Hold |
1,970
| – | – | 0.18% | 56 |
|
|
2020
Q1 | $432K | Sell |
1,970
-500
| -20% | -$110K | 0.18% | 56 |
|
|
2019
Q4 | $704K | Hold |
2,470
| – | – | 0.25% | 55 |
|
|
2019
Q3 | $665K | Buy |
2,470
+1,189
| +93% | +$320K | 0.25% | 53 |
|
|
2019
Q2 | $345K | Hold |
1,281
| – | – | 0.14% | 68 |
|
|
2019
Q1 | $332K | Hold |
1,281
| – | – | 0.14% | 66 |
|
|
2018
Q4 | $299K | Buy |
+1,281
| New | +$299K | 0.15% | 63 |
|