AWMNH
Arcadia Wealth Management (New Hampshire)’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,520
| Closed | -$595K | – | 65 |
|
|
2024
Q2 | $595K | Buy |
1,520
+6
| +0.4% | +$2.35K | 0.34% | 41 |
|
|
2024
Q1 | $602K | Buy |
1,514
+7
| +0.5% | +$2.78K | 0.37% | 35 |
|
|
2023
Q4 | $568K | Buy |
1,507
+8
| +0.5% | +$3.02K | 0.39% | 33 |
|
|
2023
Q3 | $502K | Buy |
1,499
+6
| +0.4% | +$2.01K | 0.39% | 34 |
|
|
2023
Q2 | $513K | Buy |
1,493
+8
| +0.5% | +$2.75K | 0.38% | 36 |
|
|
2023
Q1 | $494K | Buy |
1,485
+7
| +0.5% | +$2.33K | 0.41% | 36 |
|
|
2022
Q4 | $490K | Buy |
+1,478
| New | +$490K | 0.43% | 36 |
|