Orgel 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
Q2 | – | Sell |
-800
| Closed | -$277K | – | 66 |
|
|
2022
Q1 | $277K | Hold |
800
| – | – | 0.02% | 53 |
|
|
2021
Q4 | $291K | Hold |
800
| – | – | 0.03% | 47 |
|
|
2021
Q3 | $271K | Hold |
800
| – | – | 0.03% | 47 |
|
|
2021
Q2 | $276K | Hold |
800
| – | – | 0.03% | 45 |
|
|
2021
Q1 | $264K | Buy |
+800
| New | +$264K | 0.04% | 45 |
|