PFA
Paradigm Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-964
| Closed | -$256K | – | 120 |
|
|
2019
Q2 | $256K | Sell |
964
-59
| -6% | -$15.7K | 0.09% | 102 |
|
|
2019
Q1 | $265K | Sell |
1,023
-26
| -2% | -$6.74K | 0.1% | 93 |
|
|
2018
Q4 | $245K | Sell |
1,049
-87
| -8% | -$20.3K | 0.11% | 92 |
|
|
2018
Q3 | $300K | Sell |
1,136
-3
| -0.3% | -$792 | 0.12% | 91 |
|
|
2018
Q2 | $276K | Sell |
1,139
-26
| -2% | -$6.3K | 0.12% | 88 |
|
|
2018
Q1 | $281K | Hold |
1,165
| – | – | 0.12% | 89 |
|
|
2017
Q4 | $288K | Hold |
1,165
| – | – | 0.13% | 86 |
|
|
2017
Q3 | $260K | Hold |
1,165
| – | – | 0.13% | 89 |
|
|
2017
Q2 | $248K | Hold |
1,165
| – | – | 0.13% | 91 |
|
|
2017
Q1 | $240K | Sell |
1,165
-400
| -26% | -$82.4K | 0.12% | 93 |
|
|
2016
Q4 | $309K | Hold |
1,565
| – | – | 0.17% | 80 |
|
|
2016
Q3 | $286K | Hold |
1,565
| – | – | 0.17% | 75 |
|
|
2016
Q2 | $280K | Hold |
1,565
| – | – | 0.17% | 72 |
|
|
2016
Q1 | $276K | Hold |
1,565
| – | – | 0.11% | 77 |
|
|
2015
Q4 | $272K | Hold |
1,565
| – | – | 0.17% | 75 |
|
|
2015
Q3 | $254K | Hold |
1,565
| – | – | 0.17% | 81 |
|
|
2015
Q2 | $275K | Sell |
1,565
-20
| -1% | -$3.51K | 0.21% | 78 |
|
|
2015
Q1 | $281K | Sell |
1,585
-125
| -7% | -$22.2K | 0.22% | 75 |
|
|
2014
Q4 | $304K | Buy |
1,710
+73
| +4% | +$13K | 0.25% | 72 |
|
|
2014
Q3 | $278K | Sell |
1,637
-585
| -26% | -$99.3K | 0.24% | 70 |
|
|
2014
Q2 | $373K | Sell |
2,222
-50
| -2% | -$8.39K | 0.32% | 60 |
|
|
2014
Q1 | $373K | Buy |
+2,272
| New | +$373K | 0.34% | 58 |
|