West Branch Capital’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
2022
Q2
Sell
-65
Closed -$23K 430
2022
Q1
$23K Buy
65
+15
+30% +$5.31K 0.01% 232
2021
Q4
$18K Sell
50
-32
-39% -$11.5K 0.01% 269
2021
Q3
$28K Buy
82
+32
+64% +$10.9K 0.01% 227
2021
Q2
$17K Buy
+50
New +$17K 0.01% 262