Sunflower Bank 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
Q3 | $326K | Sell |
1,175
-135
| -10% | -$37.5K | 0.11% | 96 |
|
|
2020
Q2 | $338K | Hold |
1,310
| – | – | 0.11% | 102 |
|
|
2020
Q1 | $287K | Sell |
1,310
-43
| -3% | -$9.42K | 0.11% | 101 |
|
|
2019
Q4 | $386K | Hold |
1,353
| – | – | 0.12% | 101 |
|
|
2019
Q3 | $364K | Hold |
1,353
| – | – | 0.12% | 103 |
|
|
2019
Q2 | $360K | Sell |
1,353
-450
| -25% | -$120K | 0.12% | 104 |
|
|
2019
Q1 | $467K | Sell |
1,803
-30
| -2% | -$7.77K | 0.14% | 94 |
|
|
2018
Q4 | $427K | Sell |
1,833
-105
| -5% | -$24.5K | 0.14% | 97 |
|
|
2018
Q3 | $512K | Sell |
1,938
-85
| -4% | -$22.5K | 0.14% | 94 |
|
|
2018
Q2 | $491K | Hold |
2,023
| – | – | 0.14% | 92 |
|
|
2018
Q1 | $488K | Sell |
2,023
-5
| -0.2% | -$1.21K | 0.13% | 93 |
|
|
2017
Q4 | $502K | Buy |
+2,028
| New | +$502K | 0.14% | 86 |
|