Transamerica Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-6,733
| Closed | -$1.19M | – | 464 |
|
|
2016
Q1 | $1.19M | Buy |
6,733
+4,008
| +147% | +$708K | 0.1% | 161 |
|
|
2015
Q4 | $475K | Buy |
2,725
+1,785
| +190% | +$311K | 0.03% | 237 |
|
|
2015
Q3 | $153K | Sell |
940
-14,187
| -94% | -$2.31M | 0.01% | 299 |
|
|
2015
Q2 | $2.66M | Sell |
15,127
-18,618
| -55% | -$3.27M | 0.19% | 102 |
|
|
2015
Q1 | $5.99M | Buy |
+33,745
| New | +$5.99M | 0.42% | 35 |
|
|
2013
Q3 | – | Sell |
-70
| Closed | -$11K | – | 599 |
|
|
2013
Q2 | $11K | Buy |
+70
| New | +$11K | ﹤0.01% | 412 |
|