Private Wealth Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $717K | Sell |
2,346
-335
| -12% | -$102K | 0.41% | 52 |
|
|
2020
Q3 | $744K | Sell |
2,681
-50
| -2% | -$13.9K | 0.48% | 46 |
|
|
2020
Q2 | $704K | Sell |
2,731
-25
| -0.9% | -$6.45K | 0.48% | 46 |
|
|
2020
Q1 | $654K | Sell |
2,756
-2,051
| -43% | -$487K | 0.5% | 46 |
|
|
2019
Q4 | $1.38M | Sell |
4,807
-25
| -0.5% | -$7.18K | 0.74% | 41 |
|
|
2019
Q3 | $1.3M | Sell |
4,832
-150
| -3% | -$40.4K | 0.66% | 45 |
|
|
2019
Q2 | $1.32M | Hold |
4,982
| – | – | 0.47% | 57 |
|
|
2019
Q1 | $1.29M | Hold |
4,982
| – | – | 0.48% | 54 |
|
|
2018
Q4 | $1.16M | Buy |
4,982
+3,789
| +318% | +$884K | 0.5% | 53 |
|
|
2018
Q3 | $315K | Buy |
1,193
+1
| +0.1% | +$264 | 0.12% | 114 |
|
|
2018
Q2 | $289K | Hold |
1,192
| – | – | 0.12% | 114 |
|
|
2018
Q1 | $288K | Buy |
1,192
+1
| +0.1% | +$242 | 0.12% | 113 |
|
|
2017
Q4 | $295K | Buy |
1,191
+1
| +0.1% | +$248 | 0.11% | 115 |
|
|
2017
Q3 | $266K | Sell |
1,190
-85
| -7% | -$19K | 0.11% | 114 |
|
|
2017
Q2 | $272K | Buy |
1,275
+1
| +0.1% | +$213 | 0.12% | 112 |
|
|
2017
Q1 | $263K | Buy |
1,274
+1
| +0.1% | +$206 | 0.12% | 109 |
|
|
2016
Q4 | $252K | Sell |
1,273
-724
| -36% | -$143K | 0.12% | 109 |
|
|
2016
Q3 | $365K | Sell |
1,997
-29
| -1% | -$5.3K | 0.17% | 98 |
|
|
2016
Q2 | $363K | Sell |
2,026
-35
| -2% | -$6.27K | 0.18% | 94 |
|
|
2016
Q1 | $364K | Buy |
2,061
+16
| +0.8% | +$2.83K | 0.19% | 92 |
|
|
2015
Q4 | $356K | Sell |
2,045
-25
| -1% | -$4.35K | 0.2% | 88 |
|
|
2015
Q3 | $337K | Sell |
2,070
-15
| -0.7% | -$2.44K | 0.17% | 111 |
|
|
2015
Q2 | $367K | Buy |
2,085
+5
| +0.2% | +$880 | 0.17% | 106 |
|
|
2015
Q1 | $369K | Buy |
2,080
+230
| +12% | +$40.8K | 0.17% | 102 |
|
|
2014
Q4 | $329K | Buy |
1,850
+75
| +4% | +$13.3K | 0.16% | 99 |
|
|
2014
Q3 | $302K | Buy |
1,775
+185
| +12% | +$31.5K | 0.16% | 100 |
|
|
2014
Q2 | $267K | Hold |
1,590
| – | – | 0.14% | 106 |
|
|
2014
Q1 | $261K | Hold |
1,590
| – | – | 0.14% | 106 |
|
|
2013
Q4 | $263K | Hold |
1,590
| – | – | 0.14% | 101 |
|
|
2013
Q3 | $240K | Buy |
+1,590
| New | +$240K | 0.14% | 101 |
|