PSI
Pinnacle Summer Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $100K | Sell |
580
-677
| -54% | -$117K | 0.01% | 266 |
|
|
2015
Q3 | $204K | Buy |
1,257
+967
| +333% | +$157K | 0.03% | 279 |
|
|
2015
Q2 | $51K | Sell |
290
-1,187
| -80% | -$209K | 0.01% | 314 |
|
|
2015
Q1 | $262K | Buy |
1,477
+30
| +2% | +$5.32K | 0.04% | 270 |
|
|
2014
Q4 | $256K | Buy |
1,447
+432
| +43% | +$76.4K | 0.03% | 278 |
|
|
2014
Q3 | $172K | Hold |
1,015
| – | – | 0.02% | 345 |
|
|
2014
Q2 | $171K | Hold |
1,015
| – | – | 0.02% | 327 |
|
|
2014
Q1 | $168K | Sell |
1,015
-79,813
| -99% | -$13.2M | 0.02% | 286 |
|
|
2013
Q4 | $13.4M | Buy |
80,828
+38,748
| +92% | +$6.41M | 1.83% | 8 |
|
|
2013
Q3 | $6.35M | Buy |
42,080
+17,030
| +68% | +$2.57M | 1.13% | 13 |
|
|
2013
Q2 | $3.72M | Buy |
+25,050
| New | +$3.72M | 0.92% | 13 |
|