Peachtree Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-7,110
| Closed | -$1.25M | – | 140 |
|
|
2015
Q2 | $1.25M | Buy |
7,110
+31
| +0.4% | +$5.45K | 0.93% | 30 |
|
|
2015
Q1 | $1.26M | Sell |
7,079
-36
| -0.5% | -$6.39K | 0.9% | 30 |
|
|
2014
Q4 | $1.27M | Buy |
7,115
+39
| +0.6% | +$6.94K | 0.85% | 26 |
|
|
2014
Q3 | $1.2M | Buy |
7,076
+106
| +2% | +$18K | 0.8% | 28 |
|
|
2014
Q2 | $1.17M | Buy |
6,970
+477
| +7% | +$80.1K | 0.78% | 29 |
|
|
2014
Q1 | $1.07M | Buy |
6,493
+38
| +0.6% | +$6.24K | 0.73% | 34 |
|
|
2013
Q4 | $1.07M | Buy |
+6,455
| New | +$1.07M | 0.73% | 32 |
|