Sonora Investment Management’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 | $27K | Buy |
80
+37
| +86% | +$12.5K | ﹤0.01% | 548 |
|
|
2021
Q2 | $15K | Buy |
43
+38
| +760% | +$13.3K | ﹤0.01% | 630 |
|
|
2021
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 1657 |
|
|
2020
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 1581 |
|
|
2020
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1702 |
|
|
2020
Q2 | $1K | Sell |
5
-14
| -74% | -$2.8K | ﹤0.01% | 1657 |
|
|
2020
Q1 | $4K | Sell |
19
-5
| -21% | -$1.05K | ﹤0.01% | 1332 |
|
|
2019
Q4 | $7K | Buy |
24
+14
| +140% | +$4.08K | ﹤0.01% | 1310 |
|
|
2019
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 1521 |
|
|
2019
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 1511 |
|
|
2019
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 1336 |
|
|
2018
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 1142 |
|
|
2018
Q3 | $3K | Sell |
10
-26
| -72% | -$7.8K | ﹤0.01% | 1078 |
|
|
2018
Q2 | $9K | Buy |
36
+11
| +44% | +$2.75K | ﹤0.01% | 852 |
|
|
2018
Q1 | $6.04K | Hold |
25
| – | – | ﹤0.01% | 908 |
|
|
2017
Q4 | $6.19K | Buy |
25
+15
| +150% | +$3.71K | ﹤0.01% | 916 |
|
|
2017
Q3 | $2.24K | Hold |
10
| – | – | ﹤0.01% | 981 |
|
|
2017
Q2 | $2.13K | Hold |
10
| – | – | ﹤0.01% | 905 |
|
|
2017
Q1 | $2.06K | Hold |
10
| – | – | ﹤0.01% | 856 |
|
|
2016
Q4 | $1.98K | Hold |
10
| – | – | ﹤0.01% | 773 |
|
|
2016
Q3 | $1.83K | Hold |
10
| – | – | ﹤0.01% | 758 |
|
|
2016
Q2 | $1.79K | Sell |
10
-150
| -94% | -$26.9K | ﹤0.01% | 785 |
|
|
2016
Q1 | $28.7K | Buy |
160
+150
| +1,500% | +$26.9K | 0.01% | 371 |
|
|
2015
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 711 |
|
|
2015
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 973 |
|