Smart Portfolios LLC’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 | – | Sell |
-9,260
| Closed | -$2.57M | – | 34 |
|
|
2020
Q3 | $2.57M | Sell |
9,260
-55
| -0.6% | -$15.3K | 2.91% | 13 |
|
|
2020
Q2 | $2.56M | Buy |
+9,315
| New | +$2.56M | 2.85% | 13 |
|
|
2019
Q2 | – | Sell |
-18,582
| Closed | -$4.82M | – | 89 |
|
|
2019
Q1 | $4.82M | Sell |
18,582
-4,607
| -20% | -$1.19M | 4.07% | 10 |
|
|
2018
Q4 | $5.41M | Sell |
23,189
-7,082
| -23% | -$1.65M | 4.17% | 11 |
|
|
2018
Q3 | $8M | Buy |
+30,271
| New | +$8M | 4.95% | 5 |
|
|
2015
Q2 | – | Sell |
-1,941
| Closed | -$311K | – | 26 |
|
|
2015
Q1 | $311K | Hold |
1,941
| – | – | 0.35% | 26 |
|
|
2014
Q4 | $311K | Sell |
1,941
-19,755
| -91% | -$3.17M | 0.35% | 27 |
|
|
2014
Q3 | $3.69M | Buy |
+21,696
| New | +$3.69M | 4.53% | 8 |
|