Ahrens Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $67.8K | Buy |
+204
| New | +$67.8K | 0.03% | 274 |
|
|
2022
Q3 | – | Sell |
-187
| Closed | -$58K | – | 340 |
|
|
2022
Q2 | $58K | Hold |
187
| – | – | 0.03% | 305 |
|
|
2022
Q1 | $65K | Hold |
187
| – | – | 0.02% | 344 |
|
|
2021
Q4 | $68K | Buy |
+187
| New | +$68K | 0.03% | 355 |
|
|
2020
Q2 | – | Sell |
-933
| Closed | -$205K | – | 167 |
|
|
2020
Q1 | $205K | Sell |
933
-210
| -18% | -$46.1K | 0.15% | 109 |
|
|
2019
Q4 | $326K | Sell |
1,143
-9
| -0.8% | -$2.57K | 0.14% | 116 |
|
|
2019
Q3 | $310K | Buy |
1,152
+126
| +12% | +$33.9K | 0.14% | 109 |
|
|
2019
Q2 | $273K | Sell |
1,026
-100
| -9% | -$26.6K | 0.12% | 118 |
|
|
2019
Q1 | $292K | Sell |
1,126
-250
| -18% | -$64.8K | 0.13% | 109 |
|
|
2018
Q4 | $321K | Sell |
1,376
-257
| -16% | -$60K | 0.15% | 104 |
|
|
2018
Q3 | $432K | Sell |
1,633
-4
| -0.2% | -$1.06K | 0.16% | 93 |
|
|
2018
Q2 | $397K | Sell |
1,637
-225
| -12% | -$54.6K | 0.17% | 86 |
|
|
2018
Q1 | $449K | Buy |
1,862
+2
| +0.1% | +$482 | 0.19% | 79 |
|
|
2017
Q4 | $460K | Buy |
1,860
+665
| +56% | +$164K | 0.19% | 82 |
|
|
2017
Q3 | $267K | Buy |
1,195
+195
| +20% | +$43.6K | 0.11% | 108 |
|
|
2017
Q2 | $213K | Sell |
1,000
-120
| -11% | -$25.6K | 0.09% | 130 |
|
|
2017
Q1 | $231K | Sell |
1,120
-165
| -13% | -$34K | 0.11% | 112 |
|
|
2016
Q4 | $254K | Buy |
+1,285
| New | +$254K | 0.13% | 103 |
|