Strategic Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-9,260
| Closed | -$2.57M | – | 70 |
|
|
2020
Q3 | $2.57M | Buy |
+9,260
| New | +$2.57M | 1.92% | 19 |
|
|
2019
Q2 | – | Sell |
-18,582
| Closed | -$4.82M | – | 25 |
|
|
2019
Q1 | $4.82M | Sell |
18,582
-4,115
| -18% | -$1.07M | 4.42% | 9 |
|
|
2018
Q4 | $5.29M | Sell |
22,697
-110
| -0.5% | -$25.7K | 4.81% | 7 |
|
|
2018
Q3 | $6.03M | Buy |
+22,807
| New | +$6.03M | 5.11% | 7 |
|
|
2014
Q4 | – | Sell |
-19,844
| Closed | -$3.37M | – | 49 |
|
|
2014
Q3 | $3.37M | Buy |
+19,844
| New | +$3.37M | 3.51% | 9 |
|