Westwood Holdings Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-888
| Closed | -$295K | – | 496 |
|
2023
Q1 | $295K | Buy |
+888
| New | +$295K | ﹤0.01% | 444 |
|
2022
Q1 | – | Sell |
-744
| Closed | -$270K | – | 460 |
|
2021
Q4 | $270K | Buy |
+744
| New | +$270K | ﹤0.01% | 419 |
|
2021
Q3 | – | Sell |
-914
| Closed | -$315K | – | 442 |
|
2021
Q2 | $315K | Buy |
+914
| New | +$315K | ﹤0.01% | 397 |
|