Rikoon Group’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
Q1 | $297K | Buy |
897
+6
| +0.7% | +$1.99K | 0.08% | 195 |
|
|
2020
Q4 | $273K | Hold |
891
| – | – | 0.08% | 197 |
|
|
2020
Q3 | $248K | Hold |
891
| – | – | 0.08% | 186 |
|
|
2020
Q2 | $230K | Buy |
+891
| New | +$230K | 0.08% | 194 |
|
|
2020
Q1 | – | Sell |
-891
| Closed | -$255K | – | 194 |
|
|
2019
Q4 | $255K | Hold |
891
| – | – | 0.09% | 181 |
|
|
2019
Q3 | $240K | Hold |
891
| – | – | 0.09% | 179 |
|
|
2019
Q2 | $237K | Hold |
891
| – | – | 0.09% | 180 |
|
|
2019
Q1 | $231K | Hold |
891
| – | – | 0.09% | 188 |
|
|
2018
Q4 | $208K | Sell |
891
-410
| -32% | -$95.7K | 0.09% | 186 |
|
|
2018
Q3 | $343K | Buy |
1,301
+149
| +13% | +$39.3K | 0.12% | 158 |
|
|
2018
Q2 | $280K | Sell |
1,152
-149
| -11% | -$36.2K | 0.11% | 170 |
|
|
2018
Q1 | $307K | Buy |
+1,301
| New | +$307K | 0.12% | 155 |
|