Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.33M | Buy |
+8,398
| New | +$2.33M | 0.08% | 113 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$26K | – | 858 |
|
|
2019
Q1 | $26K | Sell |
100
-200
| -67% | -$52K | ﹤0.01% | 1166 |
|
|
2018
Q4 | $70K | Buy |
300
+1
| +0.3% | +$233 | 0.01% | 724 |
|
|
2018
Q3 | $79K | Hold |
299
| – | – | 0.01% | 784 |
|
|
2018
Q2 | $73K | Sell |
299
-476
| -61% | -$116K | 0.01% | 825 |
|
|
2018
Q1 | $187K | Buy |
775
+2
| +0.3% | +$483 | 0.02% | 497 |
|
|
2017
Q4 | $191K | Buy |
773
+3
| +0.4% | +$741 | 0.02% | 504 |
|
|
2017
Q3 | $172K | Buy |
770
+148
| +24% | +$33.1K | 0.02% | 527 |
|
|
2017
Q2 | $133K | Buy |
622
+103
| +20% | +$22K | 0.02% | 589 |
|
|
2017
Q1 | $107K | Buy |
519
+2
| +0.4% | +$412 | 0.02% | 575 |
|
|
2016
Q4 | $102K | Buy |
517
+56
| +12% | +$11K | 0.02% | 571 |
|
|
2016
Q3 | $84K | Buy |
461
+3
| +0.7% | +$547 | 0.01% | 629 |
|
|
2016
Q2 | $82K | Buy |
458
+3
| +0.7% | +$537 | 0.01% | 581 |
|
|
2016
Q1 | $80K | Buy |
455
+3
| +0.7% | +$527 | 0.01% | 580 |
|
|
2015
Q4 | $79K | Buy |
+452
| New | +$79K | 0.01% | 589 |
|