Patriot Financial Group Insurance Agency’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 |
-53
| Closed | -$16K | – | 781 |
|
|
2022
Q2 | $16K | Buy |
+53
| New | +$16K | ﹤0.01% | 1080 |
|
|
2022
Q1 | – | Sell |
-20
| Closed | -$7K | – | 2082 |
|
|
2021
Q4 | $7K | Hold |
20
| – | – | ﹤0.01% | 1599 |
|
|
2021
Q3 | $7K | Hold |
20
| – | – | ﹤0.01% | 1594 |
|
|
2021
Q2 | $7K | Hold |
20
| – | – | ﹤0.01% | 1549 |
|
|
2021
Q1 | $7K | Hold |
20
| – | – | ﹤0.01% | 1460 |
|
|
2020
Q4 | $6K | Buy |
+20
| New | +$6K | ﹤0.01% | 1365 |
|
|
2018
Q2 | – | Sell |
-22
| Closed | -$5K | – | 664 |
|
|
2018
Q1 | $5K | Hold |
22
| – | – | ﹤0.01% | 725 |
|
|
2017
Q4 | $6K | Buy |
+22
| New | +$6K | ﹤0.01% | 683 |
|