OWA
Outlook Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-14,087
| Closed | -$4.77M | – | 208 |
|
|
2021
Q3 | $4.77M | Buy |
14,087
+247
| +2% | +$83.6K | 1.56% | 16 |
|
|
2021
Q2 | $4.77M | Buy |
+13,840
| New | +$4.77M | 1.53% | 16 |
|
|
2021
Q1 | – | Sell |
-2,943
| Closed | -$900K | – | 192 |
|
|
2020
Q4 | $900K | Buy |
+2,943
| New | +$900K | 0.33% | 74 |
|
|
2019
Q1 | – | Sell |
-247
| Closed | -$577K | – | 151 |
|
|
2018
Q4 | $577K | Buy |
+247
| New | +$577K | 0.26% | 95 |
|