9258 Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $545K | Hold |
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|
2024
Q2 | $504K | Hold |
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|
2024
Q1 | $512K | Hold |
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|
2023
Q4 | $485K | Hold |
|
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|
2023
Q3 | $431K | Hold |
|
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|
2023
Q2 | $443K | Hold |
|
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|
2023
Q1 | $428K | Hold |
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|
2022
Q4 | $427K | Hold |
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|
2022
Q3 | $370K | Hold |
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|
2022
Q2 | $396K | Sell |
|
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|
2022
Q1 | $459K | Buy |
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|
2021
Q4 | $431K | Hold |
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|
2021
Q3 | $401K | Buy |
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|
2021
Q2 | $391K | Hold |
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|
2021
Q1 | $374K | Hold |
|
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|
2020
Q4 | $347K | Hold |
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|
2020
Q3 | $301K | Hold |
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|
2020
Q2 | $292K | Hold |
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|
2020
Q1 | $274K | Sell |
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|
2019
Q4 | $349K | Buy |
|