Alterna Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Alterna Wealth Management’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,025	Closed	-$316K	–	91
2022 Q2	$316K	Hold	1,025	–	–	0.32%	57
2022 Q1	$356K	Hold	1,025	–	–	0.3%	59
2021 Q4	$372K	Buy	+1,025	New	+$364K	0.31%	58
2020 Q4	$313K	Hold	1,025	–	–	0.39%	57
2020 Q3	$284K	Hold	1,025	–	–	0.41%	50
2020 Q2	$264K	Buy	+1,025	New	+$252K	0.32%	81
2020 Q1	–	Sell	-895	Closed	-$255K	–	84
2019 Q4	$255K	Hold	895	–	–	0.28%	94
2019 Q3	$241K	Sell	895 -3,167	-78%	-$845K	0.29%	71
2019 Q2	$1.08M	Buy	4,062 +57	+1%	+$14.9K	1.3%	26
2019 Q1	$1.04M	Hold	4,005	–	–	0.88%	43
2018 Q4	$934K	Buy	+4,005	New	+$999K	0.15%	105

Other funds holding DIA

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Alterna Wealth Management's DIA Position: Q3 2022 in Review

Alterna Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2022, closing a stake of 1,025 shares — an estimated $316K sold.

Alterna Wealth Management first reported a position in DIA in Q4 2018 and held it in 11 quarters. The position peaked at $1.08M in Q2 2019. 931 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

Alterna Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2022 after selling out during the quarter.
Alterna Wealth Management sold 1,025 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2022, an estimated $316K.
Alterna Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 11 quarters.
Alterna Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.08M in Q2 2019.
931 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on Alterna Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.