Whitener Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-232
| Closed | -$62K | – | 212 |
|
|
2019
Q3 | $62K | Hold |
232
| – | – | 0.03% | 201 |
|
|
2019
Q2 | $61K | Hold |
232
| – | – | 0.03% | 204 |
|
|
2019
Q1 | $60K | Hold |
232
| – | – | 0.04% | 198 |
|
|
2018
Q4 | $54K | Buy |
232
+62
| +36% | +$14.4K | 0.04% | 186 |
|
|
2018
Q3 | $44K | Buy |
+170
| New | +$44K | 0.03% | 215 |
|
|
2018
Q2 | – | Sell |
-185
| Closed | -$44K | – | 185 |
|
|
2018
Q1 | $44K | Hold |
185
| – | – | 0.03% | 204 |
|
|
2017
Q4 | $45K | Buy |
+185
| New | +$45K | 0.04% | 194 |
|