YorkBridge Wealth Partners’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
Q3 | – | Sell |
-44
| Closed | -$12K | – | 285 |
|
|
2019
Q2 | $12K | Hold |
44
| – | – | 0.01% | 517 |
|
|
2019
Q1 | $11K | Hold |
44
| – | – | 0.01% | 569 |
|
|
2018
Q4 | $10K | Hold |
44
| – | – | 0.01% | 565 |
|
|
2018
Q3 | $12K | Hold |
44
| – | – | 0.01% | 584 |
|
|
2018
Q2 | $11K | Hold |
44
| – | – | ﹤0.01% | 604 |
|
|
2018
Q1 | $11K | Hold |
44
| – | – | 0.01% | 602 |
|
|
2017
Q4 | $11K | Hold |
44
| – | – | 0.01% | 616 |
|
|
2017
Q3 | $10K | Hold |
44
| – | – | 0.01% | 631 |
|
|
2017
Q2 | $9K | Hold |
44
| – | – | ﹤0.01% | 642 |
|
|
2017
Q1 | $9K | Hold |
44
| – | – | ﹤0.01% | 632 |
|
|
2016
Q4 | $8K | Buy |
+44
| New | +$8K | ﹤0.01% | 630 |
|