Avion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-48
| Closed | -$18K | – | 1168 |
|
|
2023
Q4 | $18K | Hold |
48
| – | – | 0.01% | 217 |
|
|
2023
Q3 | $16K | Hold |
48
| – | – | ﹤0.01% | 226 |
|
|
2023
Q2 | $16K | Sell |
48
-25
| -34% | -$8.33K | ﹤0.01% | 251 |
|
|
2023
Q1 | $24K | Hold |
73
| – | – | 0.01% | 196 |
|
|
2022
Q4 | $20K | Hold |
73
| – | – | 0.01% | 207 |
|
|
2022
Q3 | $21K | Hold |
73
| – | – | 0.01% | 206 |
|
|
2022
Q2 | $22K | Hold |
73
| – | – | 0.01% | 197 |
|
|
2022
Q1 | $25K | Hold |
73
| – | – | 0.01% | 168 |
|
|
2021
Q4 | $27K | Hold |
73
| – | – | 0.01% | 161 |
|
|
2021
Q3 | $25K | Hold |
73
| – | – | 0.01% | 170 |
|
|
2021
Q2 | $25K | Hold |
73
| – | – | 0.01% | 161 |
|
|
2021
Q1 | $24K | Hold |
73
| – | – | 0.01% | 159 |
|
|
2020
Q4 | $22K | Hold |
73
| – | – | 0.01% | 176 |
|
|
2020
Q3 | $20K | Buy |
73
+25
| +52% | +$6.85K | 0.01% | 139 |
|
|
2020
Q2 | $12K | Hold |
48
| – | – | ﹤0.01% | 155 |
|
|
2020
Q1 | $11K | Buy |
+48
| New | +$11K | ﹤0.01% | 154 |
|