Walled Lake Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-52
| Closed | -$18K | – | 152 |
|
|
2021
Q3 | $18K | Hold |
52
| – | – | 0.01% | 226 |
|
|
2021
Q2 | $18K | Hold |
52
| – | – | 0.01% | 212 |
|
|
2021
Q1 | $17K | Hold |
52
| – | – | 0.01% | 206 |
|
|
2020
Q4 | $16K | Hold |
52
| – | – | 0.01% | 191 |
|
|
2020
Q3 | $14K | Sell |
52
-18
| -26% | -$4.85K | 0.01% | 197 |
|
|
2020
Q2 | $18K | Hold |
70
| – | – | 0.02% | 161 |
|
|
2020
Q1 | $15K | Hold |
70
| – | – | 0.01% | 153 |
|
|
2019
Q4 | $20K | Buy |
+70
| New | +$20K | 0.01% | 161 |
|