9258 Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $545K | Hold |
1,288
| – | – | 0.08% | 187 |
|
|
2024
Q2 | $504K | Hold |
1,288
| – | – | 0.08% | 186 |
|
|
2024
Q1 | $512K | Hold |
1,288
| – | – | 0.08% | 190 |
|
|
2023
Q4 | $485K | Hold |
1,288
| – | – | 0.09% | 183 |
|
|
2023
Q3 | $431K | Hold |
1,288
| – | – | 0.08% | 194 |
|
|
2023
Q2 | $443K | Hold |
1,288
| – | – | 0.08% | 196 |
|
|
2023
Q1 | $428K | Hold |
1,288
| – | – | 0.09% | 199 |
|
|
2022
Q4 | $427K | Hold |
1,288
| – | – | 0.09% | 198 |
|
|
2022
Q3 | $370K | Hold |
1,288
| – | – | 0.09% | 202 |
|
|
2022
Q2 | $396K | Sell |
1,288
-34
| -3% | -$10.5K | 0.1% | 207 |
|
|
2022
Q1 | $459K | Buy |
1,322
+137
| +12% | +$47.6K | 0.11% | 206 |
|
|
2021
Q4 | $431K | Hold |
1,185
| – | – | 0.1% | 217 |
|
|
2021
Q3 | $401K | Buy |
1,185
+51
| +4% | +$17.3K | 0.11% | 204 |
|
|
2021
Q2 | $391K | Hold |
1,134
| – | – | 0.11% | 208 |
|
|
2021
Q1 | $374K | Hold |
1,134
| – | – | 0.11% | 197 |
|
|
2020
Q4 | $347K | Hold |
1,134
| – | – | 0.11% | 202 |
|
|
2020
Q3 | $301K | Hold |
1,134
| – | – | 0.11% | 200 |
|
|
2020
Q2 | $292K | Hold |
1,134
| – | – | 0.12% | 209 |
|
|
2020
Q1 | $274K | Sell |
1,134
-90
| -7% | -$21.7K | 0.12% | 199 |
|
|
2019
Q4 | $349K | Buy |
+1,224
| New | +$349K | 0.13% | 198 |
|