Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 690 |
|
|
2020
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 656 |
|
|
2019
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 640 |
|
|
2019
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 665 |
|
|
2019
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 640 |
|
|
2019
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 606 |
|
|
2018
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 547 |
|
|
2018
Q3 | $2K | Sell |
7
-740
| -99% | -$211K | ﹤0.01% | 577 |
|
|
2018
Q2 | $182K | Buy |
747
+38
| +5% | +$9.26K | 0.06% | 141 |
|
|
2018
Q1 | $171K | Buy |
709
+547
| +338% | +$132K | 0.06% | 132 |
|
|
2017
Q4 | $40K | Sell |
162
-214
| -57% | -$52.8K | 0.01% | 229 |
|
|
2017
Q3 | $84K | Hold |
376
| – | – | 0.03% | 178 |
|
|
2017
Q2 | $80K | Buy |
+376
| New | +$80K | 0.03% | 172 |
|