American Planning 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
$892K Buy
2,108
+3
+0.1% +$1.27K 0.71% 26
2024
Q2
$823K Sell
2,105
-118
-5% -$46.2K 0.58% 27
2024
Q1
$884K Sell
2,223
-100
-4% -$39.8K 0.64% 16
2023
Q4
$875K Sell
2,323
-481
-17% -$181K 0.67% 14
2023
Q3
$939K Sell
2,804
-30
-1% -$10K 0.62% 13
2023
Q2
$974K Sell
2,834
-39
-1% -$13.4K 0.64% 14
2023
Q1
$956K Sell
2,873
-20,748
-88% -$6.9M 0.65% 13
2022
Q4
$7.83M Buy
23,621
+23,596
+94,384% +$7.82M 7.82% 5
2022
Q3
$7.17K Sell
25
-36,550
-100% -$10.5M 8.89% 5
2022
Q2
$11.3M Sell
36,575
-2,284
-6% -$703K 12.53% 3
2022
Q1
$13.5M Sell
38,859
-6,880
-15% -$2.39M 14.4% 3
2021
Q4
$16.6M Buy
+45,739
New +$16.6M 14.71% 3