SDAM
Shulman DeMeo Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-67,519
| Closed | -$22.3M | – | 79 |
|
|
2021
Q1 | $22.3M | Buy |
67,519
+617
| +0.9% | +$204K | 6.08% | 2 |
|
|
2020
Q4 | $20.5M | Buy |
66,902
+770
| +1% | +$235K | 5.84% | 2 |
|
|
2020
Q3 | $18.4M | Buy |
+66,132
| New | +$18.4M | 6.13% | 2 |
|
|
2019
Q4 | – | Sell |
-69,244
| Closed | -$18.6M | – | 137 |
|
|
2019
Q3 | $18.6M | Buy |
+69,244
| New | +$18.6M | 6.25% | 2 |
|