Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,158
| Closed | -$312K | – | 538 |
|
|
2019
Q3 | $312K | Hold |
1,158
| – | – | 0.07% | 176 |
|
|
2019
Q2 | $308K | Hold |
1,158
| – | – | 0.07% | 188 |
|
|
2019
Q1 | $300K | Hold |
1,158
| – | – | 0.08% | 186 |
|
|
2018
Q4 | $270K | Hold |
1,158
| – | – | 0.08% | 183 |
|
|
2018
Q3 | $306K | Hold |
1,158
| – | – | 0.08% | 185 |
|
|
2018
Q2 | $281K | Hold |
1,158
| – | – | 0.08% | 197 |
|
|
2018
Q1 | $280K | Hold |
1,158
| – | – | 0.08% | 191 |
|
|
2017
Q4 | $286K | Hold |
1,158
| – | – | 0.07% | 187 |
|
|
2017
Q3 | $259K | Hold |
1,158
| – | – | 0.07% | 195 |
|
|
2017
Q2 | $247K | Hold |
1,158
| – | – | 0.07% | 200 |
|
|
2017
Q1 | $239K | Hold |
1,158
| – | – | 0.07% | 202 |
|
|
2016
Q4 | $229K | Hold |
1,158
| – | – | 0.07% | 189 |
|
|
2016
Q3 | $212K | Hold |
1,158
| – | – | 0.07% | 191 |
|
|
2016
Q2 | $207K | Buy |
+1,158
| New | +$207K | 0.07% | 182 |
|