MCF 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-328
| Closed | -$110K | – | 934 |
|
|
2023
Q3 | $110K | Buy |
+328
| New | +$110K | 0.01% | 274 |
|
|
2023
Q2 | – | Hold |
0
| – | -$5 | – | 875 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 845 |
|
|
2020
Q4 | – | Sell |
-60
| Closed | -$17K | – | 467 |
|
|
2020
Q3 | $17K | Hold |
60
| – | – | ﹤0.01% | 333 |
|
|
2020
Q2 | $15K | Hold |
60
| – | – | ﹤0.01% | 328 |
|
|
2020
Q1 | $13K | Hold |
60
| – | – | ﹤0.01% | 340 |
|
|
2019
Q4 | $17K | Hold |
60
| – | – | ﹤0.01% | 342 |
|
|
2019
Q3 | $16K | Hold |
60
| – | – | ﹤0.01% | 339 |
|
|
2019
Q2 | $16K | Hold |
60
| – | – | ﹤0.01% | 331 |
|
|
2019
Q1 | $16K | Hold |
60
| – | – | ﹤0.01% | 320 |
|
|
2018
Q4 | $14K | Buy |
+60
| New | +$14K | ﹤0.01% | 321 |
|
|
2017
Q4 | – | Sell |
-140
| Closed | -$31K | – | 486 |
|
|
2017
Q3 | $31K | Buy |
140
+34
| +32% | +$7.53K | 0.01% | 270 |
|
|
2017
Q2 | $23K | Buy |
+106
| New | +$23K | ﹤0.01% | 295 |
|