Aurora Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-473
| Closed | -$201K | – | 156 |
|
|
2024
Q4 | $201K | Buy |
+473
| New | +$201K | 0.15% | 147 |
|
|
2024
Q1 | – | Sell |
-611
| Closed | -$230K | – | 159 |
|
|
2023
Q4 | $230K | Sell |
611
-12
| -2% | -$4.52K | 0.22% | 130 |
|
|
2023
Q3 | $209K | Sell |
623
-5
| -0.8% | -$1.68K | 0.23% | 120 |
|
|
2023
Q2 | $216K | Sell |
628
-398
| -39% | -$137K | 0.25% | 118 |
|
|
2023
Q1 | $341K | Sell |
1,026
-42
| -4% | -$14K | 0.36% | 79 |
|
|
2022
Q4 | $354K | Sell |
1,068
-188
| -15% | -$62.3K | 0.4% | 74 |
|
|
2022
Q3 | $361K | Sell |
1,256
-493
| -28% | -$142K | 0.17% | 96 |
|
|
2022
Q2 | $538K | Sell |
1,749
-34
| -2% | -$10.5K | 0.24% | 72 |
|
|
2022
Q1 | $619K | Sell |
1,783
-93
| -5% | -$32.3K | 0.25% | 70 |
|
|
2021
Q4 | $682K | Sell |
1,876
-529
| -22% | -$192K | 0.3% | 63 |
|
|
2021
Q3 | $814K | Buy |
2,405
+25
| +1% | +$8.46K | 0.33% | 63 |
|
|
2021
Q2 | $821K | Buy |
2,380
+150
| +7% | +$51.7K | 0.33% | 67 |
|
|
2021
Q1 | $736K | Buy |
2,230
+452
| +25% | +$149K | 0.31% | 69 |
|
|
2020
Q4 | $544K | Buy |
1,778
+64
| +4% | +$19.6K | 0.23% | 97 |
|
|
2020
Q3 | $476K | Buy |
1,714
+4
| +0.2% | +$1.11K | 0.2% | 93 |
|
|
2020
Q2 | $441K | Sell |
1,710
-1,716
| -50% | -$443K | 0.2% | 90 |
|
|
2020
Q1 | $751K | Buy |
3,426
+1,530
| +81% | +$335K | 0.26% | 85 |
|
|
2019
Q4 | $540K | Buy |
+1,896
| New | +$540K | 0.19% | 91 |
|