Trail Ridge Investment Advisors’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
Q3
Sell
-698
Closed -$215K 128
2022
Q2
$215K Hold
698
0.15% 141
2022
Q1
$242K Hold
698
0.15% 128
2021
Q4
$254K Buy
+698
New +$254K 0.15% 124