LWP
Lumature Wealth Partners’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
Q3 | – | Sell |
-30
| Closed | -$9K | – | 391 |
|
|
2022
Q2 | $9K | Hold |
30
| – | – | ﹤0.01% | 320 |
|
|
2022
Q1 | $10K | Hold |
30
| – | – | ﹤0.01% | 333 |
|
|
2021
Q4 | $11K | Hold |
30
| – | – | ﹤0.01% | 322 |
|
|
2021
Q3 | $10K | Hold |
30
| – | – | ﹤0.01% | 330 |
|
|
2021
Q2 | $10K | Hold |
30
| – | – | ﹤0.01% | 296 |
|
|
2021
Q1 | $10K | Buy |
+30
| New | +$10K | 0.01% | 287 |
|