Patriot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $660K | Hold |
2,829
| – | – | 0.1% | 70 |
|
|
2018
Q3 | $748K | Hold |
2,829
| – | – | 0.09% | 70 |
|
|
2018
Q2 | $687K | Hold |
2,829
| – | – | 0.09% | 68 |
|
|
2018
Q1 | $683K | Hold |
2,829
| – | – | 0.1% | 73 |
|
|
2017
Q4 | $700K | Buy |
2,829
+300
| +12% | +$74.2K | 0.1% | 75 |
|
|
2017
Q3 | $566K | Hold |
2,529
| – | – | 0.09% | 71 |
|
|
2017
Q2 | $539K | Buy |
+2,529
| New | +$539K | 0.09% | 73 |
|