Mascoma 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-20
| Closed | -$6.63K | – | 622 |
|
2022
Q4 | $6.63K | Hold |
20
| – | – | ﹤0.01% | 453 |
|
2022
Q3 | $6K | Hold |
20
| – | – | ﹤0.01% | 451 |
|
2022
Q2 | $6K | Hold |
20
| – | – | ﹤0.01% | 477 |
|
2022
Q1 | $7K | Hold |
20
| – | – | ﹤0.01% | 477 |
|
2021
Q4 | $7K | Hold |
20
| – | – | ﹤0.01% | 429 |
|
2021
Q3 | $7K | Buy |
+20
| New | +$7K | ﹤0.01% | 361 |
|