BRWM
B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.62K | Buy |
14,995
+1,526
| +11% | +$470 | 0.01% | 148 |
|
|
2022
Q1 | $4.67M | Buy |
13,469
+2,016
| +18% | +$699K | 0.36% | 70 |
|
|
2021
Q4 | $4.16M | Sell |
11,453
-1,933
| -14% | -$702K | 0.29% | 83 |
|
|
2021
Q3 | $4.53M | Sell |
13,386
-2,002
| -13% | -$677K | 0.35% | 71 |
|
|
2021
Q2 | $5.31M | Sell |
15,388
-499
| -3% | -$172K | 0.59% | 47 |
|
|
2021
Q1 | $5.25M | Sell |
15,887
-1,105
| -7% | -$365K | 0.61% | 47 |
|
|
2020
Q4 | $5.2M | Sell |
16,992
-419
| -2% | -$128K | 0.67% | 42 |
|
|
2020
Q3 | $4.83M | Buy |
17,411
+6,052
| +53% | +$1.68M | 0.57% | 50 |
|
|
2020
Q2 | $2.93M | Sell |
11,359
-558
| -5% | -$144K | 0.32% | 75 |
|
|
2020
Q1 | $2.61M | Sell |
11,917
-6,289
| -35% | -$1.38M | 0.27% | 91 |
|
|
2019
Q4 | $5.19M | Buy |
18,206
+6,175
| +51% | +$1.76M | 0.78% | 30 |
|
|
2019
Q3 | $3.24M | Sell |
12,031
-10,079
| -46% | -$2.71M | 0.57% | 42 |
|
|
2019
Q2 | $5.88K | Sell |
22,110
-3,560
| -14% | -$946 | 0.9% | 21 |
|
|
2019
Q1 | $6.65M | Buy |
25,670
+2,979
| +13% | +$772K | 1.15% | 18 |
|
|
2018
Q4 | $5.29M | Buy |
22,691
+5,209
| +30% | +$1.21M | 1.11% | 19 |
|
|
2018
Q3 | $4.62M | Buy |
+17,482
| New | +$4.62M | 1.14% | 18 |
|
|
2016
Q1 | $959K | Buy |
+5,432
| New | +$959K | 1.43% | 16 |
|
|
2015
Q3 | – | Sell |
-211
| Closed | -$37K | – | 279 |
|
|
2015
Q2 | $37K | Hold |
211
| – | – | 0.03% | 477 |
|
|
2015
Q1 | $37K | Buy |
211
+1
| +0.5% | +$175 | 0.03% | 471 |
|
|
2014
Q4 | $37K | Buy |
+210
| New | +$37K | 0.03% | 446 |
|