Acorn Financial Advisory Services’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 | – | Sell |
-911
| Closed | -$356K | – | 209 |
|
|
2024
Q2 | $356K | Buy |
911
+1
| +0.1% | +$391 | 0.07% | 136 |
|
|
2024
Q1 | $362K | Sell |
910
-9
| -1% | -$3.58K | 0.07% | 135 |
|
|
2023
Q4 | $346K | Sell |
919
-10
| -1% | -$3.77K | 0.06% | 186 |
|
|
2023
Q3 | $311K | Buy |
929
+19
| +2% | +$6.36K | 0.06% | 189 |
|
|
2023
Q2 | $313K | Buy |
910
+1
| +0.1% | +$344 | 0.06% | 191 |
|
|
2023
Q1 | $302K | Buy |
+909
| New | +$302K | 0.06% | 176 |
|