Summit Wealth & Retirement Planning’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
2019
Q3
Sell
-1,578
Closed -$419K 122
2019
Q2
$419K Buy
1,578
+1
+0.1% +$266 0.25% 84
2019
Q1
$409K Buy
1,577
+1
+0.1% +$259 0.24% 88
2018
Q4
$367K Buy
+1,576
New +$367K 0.28% 75