Accurate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-266
| Closed | -$89.7K | – | 538 |
|
|
2022
Q4 | $89.7K | Buy |
+266
| New | +$89.7K | 0.03% | 324 |
|
|
2022
Q2 | – | Sell |
-599
| Closed | -$208K | – | 163 |
|
|
2022
Q1 | $208K | Sell |
599
-81
| -12% | -$28.1K | 0.09% | 164 |
|
|
2021
Q4 | $245K | Sell |
680
-8
| -1% | -$2.88K | 0.2% | 120 |
|
|
2021
Q3 | $234K | Buy |
688
+34
| +5% | +$11.6K | 0.2% | 122 |
|
|
2021
Q2 | $226K | Buy |
+654
| New | +$226K | 0.2% | 121 |
|