Mariner Wealth Advisors (Cincinnati)’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $576K | Buy |
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|
2018
Q2 | $406K | Buy |
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|
2018
Q1 | $394K | Sell |
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|
2017
Q4 | $502K | Sell |
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|
2017
Q3 | $496K | Buy |
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|
2017
Q2 | $453K | Buy |
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|
2017
Q1 | $387K | Buy |
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|
2016
Q4 | $292K | Sell |
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|
2016
Q3 | $271K | Buy |
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|
2016
Q2 | $265K | Hold |
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|
2016
Q1 | $261K | Hold |
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|
2015
Q4 | $258K | Buy |
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