Atticus Wealth Management’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
Q2 | – | Sell |
-3
| Closed | -$1.19K | – | 542 |
|
|
2024
Q1 | $1.19K | Sell |
3
-3
| -50% | -$1.19K | ﹤0.01% | 504 |
|
|
2023
Q4 | $2.26K | Hold |
6
| – | – | ﹤0.01% | 477 |
|
|
2023
Q3 | $2.01K | Hold |
6
| – | – | ﹤0.01% | 501 |
|
|
2023
Q2 | $2.06K | Hold |
6
| – | – | ﹤0.01% | 493 |
|
|
2023
Q1 | $2K | Sell |
6
-45
| -88% | -$15K | ﹤0.01% | 473 |
|
|
2022
Q4 | $16.9K | Sell |
51
-19
| -27% | -$6.3K | 0.01% | 345 |
|
|
2022
Q3 | $22K | Hold |
70
| – | – | 0.01% | 302 |
|
|
2022
Q2 | $22K | Hold |
70
| – | – | 0.01% | 329 |
|
|
2022
Q1 | $24K | Sell |
70
-234
| -77% | -$80.2K | 0.01% | 312 |
|
|
2021
Q4 | $110K | Sell |
304
-33
| -10% | -$11.9K | 0.04% | 164 |
|
|
2021
Q3 | $114K | Buy |
337
+70
| +26% | +$23.7K | 0.05% | 145 |
|
|
2021
Q2 | $92K | Hold |
267
| – | – | 0.04% | 179 |
|
|
2021
Q1 | $88K | Buy |
267
+9
| +3% | +$2.97K | 0.04% | 167 |
|
|
2020
Q4 | $79K | Buy |
258
+225
| +682% | +$68.9K | 0.04% | 172 |
|
|
2020
Q3 | $9K | Sell |
33
-573
| -95% | -$156K | 0.01% | 260 |
|
|
2020
Q2 | $156K | Buy |
+606
| New | +$156K | 0.1% | 101 |
|