Moulton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,107
| Closed | -$1.43M | – | 12 |
|
|
2022
Q2 | $1.43M | Hold |
4,107
| – | – | 1.49% | 12 |
|
|
2022
Q1 | $1.43M | Sell |
4,107
-2,313
| -36% | -$805K | 1.49% | 12 |
|
|
2021
Q4 | $2.37M | Sell |
6,420
-176
| -3% | -$64.8K | 1.73% | 17 |
|
|
2021
Q3 | $2.26M | Buy |
6,596
+4,525
| +218% | +$1.55M | 1.69% | 19 |
|
|
2021
Q2 | $714K | Buy |
+2,071
| New | +$714K | 0.52% | 30 |
|
|
2020
Q1 | – | Sell |
-20,423
| Closed | -$5.85M | – | 14 |
|
|
2019
Q4 | $5.85M | Buy |
+20,423
| New | +$5.85M | 4.83% | 8 |
|