TA
Trellis Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-733
| Closed | -$248K | – | 86 |
|
|
2021
Q3 | $248K | Hold |
733
| – | – | 0.13% | 70 |
|
|
2021
Q2 | $253K | Hold |
733
| – | – | 0.13% | 68 |
|
|
2021
Q1 | $242K | Hold |
733
| – | – | 0.14% | 68 |
|
|
2020
Q4 | $224K | Hold |
733
| – | – | 0.14% | 71 |
|
|
2020
Q3 | $203K | Buy |
+733
| New | +$203K | 0.14% | 68 |
|
|
2020
Q1 | – | Sell |
-733
| Closed | -$209K | – | 56 |
|
|
2019
Q4 | $209K | Buy |
+733
| New | +$209K | 0.16% | 51 |
|
|
2018
Q4 | – | Sell |
-882
| Closed | -$233K | – | 44 |
|
|
2018
Q3 | $233K | Hold |
882
| – | – | 0.21% | 41 |
|
|
2018
Q2 | $214K | Hold |
882
| – | – | 0.2% | 41 |
|
|
2018
Q1 | $213K | Hold |
882
| – | – | 0.2% | 40 |
|
|
2017
Q4 | $218K | Buy |
+882
| New | +$218K | 0.21% | 38 |
|