Swaine & Leidel Wealth Services’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $2.06K | Buy |
+2,059
| New | +$2.06K | 1.58% | 30 |
|
2021
Q3 | $2.04M | Buy |
+6,029
| New | +$2.04M | 1.8% | 27 |
|
2021
Q1 | $2.06M | Sell |
6,235
-164
| -3% | -$54.2K | 1.33% | 36 |
|
2020
Q4 | $1.96M | Sell |
6,399
-185
| -3% | -$56.6K | 1.42% | 38 |
|
2020
Q3 | $1.83M | Buy |
6,584
+24
| +0.4% | +$6.66K | 1.78% | 30 |
|
2020
Q2 | $1.69M | Sell |
6,560
-10
| -0.2% | -$2.58K | 1.72% | 29 |
|
2020
Q1 | $1.44M | Sell |
6,570
-3,002
| -31% | -$658K | 1.49% | 33 |
|
2019
Q4 | $2.73M | Sell |
9,572
-12
| -0.1% | -$3.42K | 2.28% | 27 |
|
2019
Q3 | $2.58M | Buy |
9,584
+306
| +3% | +$82.4K | 2.33% | 20 |
|
2019
Q2 | $2.47M | Buy |
9,278
+771
| +9% | +$205K | 2.64% | 8 |
|
2019
Q1 | $2.2M | Buy |
8,507
+3,045
| +56% | +$789K | 2.79% | 7 |
|
2018
Q4 | $1.41M | Buy |
+5,462
| New | +$1.41M | 2.24% | 26 |
|