Security National Trust’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 | $138K | Hold |
400
| – | – | 0.03% | 194 |
|
|
2021
Q2 | $138K | Sell |
400
-50
| -11% | -$17.3K | 0.03% | 202 |
|
|
2021
Q1 | $149K | Hold |
450
| – | – | 0.04% | 192 |
|
|
2020
Q4 | $138K | Hold |
450
| – | – | 0.03% | 191 |
|
|
2020
Q3 | $125K | Hold |
450
| – | – | 0.04% | 189 |
|
|
2020
Q2 | $116K | Hold |
450
| – | – | 0.03% | 196 |
|
|
2020
Q1 | $99K | Hold |
450
| – | – | 0.04% | 197 |
|
|
2019
Q4 | $128K | Hold |
450
| – | – | 0.04% | 198 |
|
|
2019
Q3 | $121K | Hold |
450
| – | – | 0.04% | 190 |
|
|
2019
Q2 | $120K | Hold |
450
| – | – | 0.04% | 190 |
|
|
2019
Q1 | $117K | Buy |
450
+350
| +350% | +$91K | 0.04% | 190 |
|
|
2018
Q4 | $23K | Hold |
100
| – | – | 0.01% | 274 |
|
|
2018
Q3 | $26K | Hold |
100
| – | – | 0.01% | 287 |
|
|
2018
Q2 | $24K | Hold |
100
| – | – | 0.01% | 300 |
|
|
2018
Q1 | $24K | Hold |
100
| – | – | 0.01% | 293 |
|
|
2017
Q4 | $25K | Hold |
100
| – | – | 0.01% | 294 |
|
|
2017
Q3 | $22K | Hold |
100
| – | – | 0.01% | 307 |
|
|
2017
Q2 | $21K | Hold |
100
| – | – | 0.01% | 323 |
|
|
2017
Q1 | $21K | Hold |
100
| – | – | 0.01% | 324 |
|
|
2016
Q4 | $20K | Hold |
100
| – | – | 0.01% | 328 |
|
|
2016
Q3 | $18K | Hold |
100
| – | – | 0.01% | 346 |
|
|
2016
Q2 | $18K | Hold |
100
| – | – | 0.01% | 335 |
|
|
2016
Q1 | $18K | Hold |
100
| – | – | 0.01% | 339 |
|
|
2015
Q4 | $17K | Hold |
100
| – | – | 0.01% | 336 |
|
|
2015
Q3 | $16K | Hold |
100
| – | – | 0.01% | 345 |
|
|
2015
Q2 | $18K | Hold |
100
| – | – | 0.01% | 351 |
|
|
2015
Q1 | $18K | Buy |
+100
| New | +$18K | 0.01% | 355 |
|
|
2013
Q3 | – | Sell |
-900
| Closed | -$134K | – | 540 |
|
|
2013
Q2 | $134K | Buy |
+900
| New | +$134K | 0.06% | 179 |
|