Avalon Investment & Advisory’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $885K | Hold |
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|
2022
Q4 | $882K | Hold |
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|
2022
Q3 | $765K | Hold |
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|
2022
Q2 | $819K | Hold |
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|
2022
Q1 | $923K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $409K | Hold |
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|
2021
Q2 | $417K | Hold |
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|
2021
Q1 | $400K | Sell |
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|
2020
Q4 | $650K | Hold |
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|
2020
Q3 | $590K | Hold |
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|
2020
Q2 | $548K | Sell |
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|
2020
Q1 | $560K | Buy |
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