Lineweaver Wealth Advisors’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
Q3 | – | Sell |
-968
| Closed | -$298K | – | 129 |
|
|
2022
Q2 | $298K | Sell |
968
-104
| -10% | -$32K | 0.1% | 105 |
|
|
2022
Q1 | $371K | Sell |
1,072
-118
| -10% | -$40.8K | 0.11% | 104 |
|
|
2021
Q4 | $432K | Sell |
1,190
-294
| -20% | -$107K | 0.12% | 92 |
|
|
2021
Q3 | $502K | Buy |
1,484
+328
| +28% | +$111K | 0.15% | 77 |
|
|
2021
Q2 | $398K | Buy |
+1,156
| New | +$398K | 0.13% | 80 |
|