WESPAC Advisors SoCal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-600
| Closed | -$155K | – | 138 |
|
|
2019
Q1 | $155K | Buy |
+600
| New | +$155K | 0.09% | 92 |
|
|
2018
Q4 | – | Hold |
0
| – | -$204K | – | 90 |
|
|
2018
Q3 | – | Sell |
-900
| Closed | -$218K | – | 88 |
|
|
2018
Q2 | $218K | Buy |
900
+400
| +80% | +$96.9K | 0.13% | 83 |
|
|
2018
Q1 | $120K | Hold |
500
| – | – | 0.07% | 90 |
|
|
2017
Q4 | $123K | Hold |
500
| – | – | 0.07% | 94 |
|
|
2017
Q3 | $111K | Hold |
500
| – | – | 0.07% | 103 |
|
|
2017
Q2 | $106K | Hold |
500
| – | – | 0.07% | 101 |
|
|
2017
Q1 | $103K | Hold |
500
| – | – | 0.06% | 101 |
|
|
2016
Q4 | $98.8K | Hold |
500
| – | – | 0.06% | 100 |
|
|
2016
Q3 | $91.4K | Hold |
500
| – | – | 0.06% | 98 |
|
|
2016
Q2 | $89.5K | Hold |
500
| – | – | 0.06% | 99 |
|
|
2016
Q1 | $88.3K | Hold |
500
| – | – | 0.07% | 95 |
|
|
2015
Q4 | $86K | Buy |
+500
| New | +$86K | 0.06% | 106 |
|