Taylor Hoffman 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 | – | Sell |
-29
| Closed | -$7K | – | 180 |
|
|
2020
Q2 | $7K | Buy |
+29
| New | +$7K | ﹤0.01% | 308 |
|
|
2020
Q1 | – | Sell |
-29
| Closed | -$8K | – | 182 |
|
|
2019
Q4 | $8K | Hold |
29
| – | – | 0.01% | 326 |
|
|
2019
Q3 | $8K | Hold |
29
| – | – | 0.01% | 321 |
|
|
2019
Q2 | $8K | Hold |
29
| – | – | 0.01% | 303 |
|
|
2019
Q1 | $8K | Hold |
29
| – | – | 0.01% | 300 |
|
|
2018
Q4 | $7K | Hold |
29
| – | – | 0.01% | 299 |
|
|
2018
Q3 | $8K | Hold |
29
| – | – | 0.01% | 297 |
|
|
2018
Q2 | $7K | Hold |
29
| – | – | 0.01% | 280 |
|
|
2018
Q1 | $7K | Hold |
29
| – | – | 0.01% | 300 |
|
|
2017
Q4 | $7K | Buy |
+29
| New | +$7K | 0.01% | 310 |
|