Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-413
| Closed | -$142K | – | 167 |
|
|
2021
Q2 | $142K | Buy |
+413
| New | +$142K | 0.06% | 96 |
|
|
2020
Q1 | – | Sell |
-703
| Closed | -$200K | – | 200 |
|
|
2019
Q4 | $200K | Sell |
703
-54
| -7% | -$15.4K | 0.09% | 69 |
|
|
2019
Q3 | $204K | Sell |
757
-200
| -21% | -$53.9K | 0.09% | 65 |
|
|
2019
Q2 | $254K | Sell |
957
-194
| -17% | -$51.5K | 0.12% | 52 |
|
|
2019
Q1 | $298K | Sell |
1,151
-570
| -33% | -$148K | 0.16% | 48 |
|
|
2018
Q4 | $401K | Buy |
+1,721
| New | +$401K | 0.25% | 25 |
|