WoodTrust Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,349
| Closed | -$456K | – | 145 |
|
|
2021
Q3 | $456K | Hold |
1,349
| – | – | 0.11% | 94 |
|
|
2021
Q2 | $465K | Hold |
1,349
| – | – | 0.12% | 59 |
|
|
2021
Q1 | $445K | Hold |
1,349
| – | – | 0.13% | 53 |
|
|
2020
Q4 | $413K | Hold |
1,349
| – | – | 0.13% | 56 |
|
|
2020
Q3 | $374K | Hold |
1,349
| – | – | 0.14% | 57 |
|
|
2020
Q2 | $348K | Hold |
1,349
| – | – | 0.14% | 57 |
|
|
2020
Q1 | $296K | Hold |
1,349
| – | – | 0.14% | 59 |
|
|
2019
Q4 | $385K | Hold |
1,349
| – | – | 0.15% | 57 |
|
|
2019
Q3 | $363K | Hold |
1,349
| – | – | 0.16% | 58 |
|
|
2019
Q2 | $359K | Sell |
1,349
-175
| -11% | -$46.6K | 0.16% | 58 |
|
|
2019
Q1 | $395K | Hold |
1,524
| – | – | 0.19% | 55 |
|
|
2018
Q4 | $355K | Buy |
1,524
+114
| +8% | +$26.6K | 0.2% | 57 |
|
|
2018
Q3 | $373K | Hold |
1,410
| – | – | 0.18% | 61 |
|
|
2018
Q2 | $342K | Hold |
1,410
| – | – | 0.18% | 61 |
|
|
2018
Q1 | $340K | Hold |
1,410
| – | – | 0.18% | 59 |
|
|
2017
Q4 | $349K | Buy |
+1,410
| New | +$349K | 0.19% | 58 |
|