Tempus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,156
| Closed | -$420K | – | 141 |
|
|
2021
Q4 | $420K | Buy |
1,156
+29
| +3% | +$10.5K | 0.23% | 106 |
|
|
2021
Q3 | $381K | Buy |
+1,127
| New | +$381K | 0.22% | 110 |
|
|
2021
Q1 | – | Sell |
-694
| Closed | -$212K | – | 98 |
|
|
2020
Q4 | $212K | Sell |
694
-718
| -51% | -$219K | 0.27% | 69 |
|
|
2020
Q3 | $392K | Buy |
+1,412
| New | +$392K | 0.57% | 35 |
|