UWM
USAdvisors Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,898
| Closed | -$541K | – | 74 |
|
|
2019
Q4 | $541K | Buy |
1,898
+219
| +13% | +$62.4K | 0.28% | 44 |
|
|
2019
Q3 | $452K | Hold |
1,679
| – | – | 0.23% | 37 |
|
|
2019
Q2 | $446 | Sell |
1,679
-3
| -0.2% | -$1 | 0.19% | 32 |
|
|
2019
Q1 | $436K | Buy |
1,682
+30
| +2% | +$7.78K | 0.31% | 27 |
|
|
2018
Q4 | $385K | Sell |
1,652
-264
| -14% | -$61.5K | 0.31% | 26 |
|
|
2018
Q3 | $507K | Hold |
1,916
| – | – | 0.36% | 36 |
|
|
2018
Q2 | $465K | Hold |
1,916
| – | – | 0.35% | 36 |
|
|
2018
Q1 | $463K | Buy |
1,916
+74
| +4% | +$17.9K | 0.37% | 34 |
|
|
2017
Q4 | $456K | Buy |
+1,842
| New | +$456K | 0.39% | 25 |
|