BFG
Barber Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.07M | Buy |
9,220
+3,188
| +53% | +$1.06M | 0.54% | 23 |
|
|
2022
Q4 | $2M | Buy |
6,032
+1,495
| +33% | +$495K | 0.55% | 25 |
|
|
2022
Q3 | $1.3M | Buy |
4,537
+328
| +8% | +$94.3K | 0.38% | 37 |
|
|
2022
Q2 | $1.3M | Sell |
4,209
-14,786
| -78% | -$4.55M | 0.21% | 35 |
|
|
2022
Q1 | $6.59M | Buy |
+18,995
| New | +$6.59M | 0.88% | 22 |
|
|
2020
Q1 | – | Sell |
-10,021
| Closed | -$2.86M | – | 120 |
|
|
2019
Q4 | $2.86M | Buy |
10,021
+729
| +8% | +$208K | 0.58% | 47 |
|
|
2019
Q3 | $2.5M | Buy |
9,292
+1,960
| +27% | +$528K | 0.53% | 49 |
|
|
2019
Q2 | $1.95M | Buy |
7,332
+4,226
| +136% | +$1.12M | 0.46% | 47 |
|
|
2019
Q1 | $805K | Buy |
+3,106
| New | +$805K | 0.16% | 64 |
|
|
2018
Q3 | – | Sell |
-4,042
| Closed | -$981K | – | 133 |
|
|
2018
Q2 | $981K | Sell |
4,042
-11,660
| -74% | -$2.83M | 0.28% | 54 |
|
|
2018
Q1 | $3.79M | Buy |
15,702
+1,750
| +13% | +$422K | 1.01% | 33 |
|
|
2017
Q4 | $3.45M | Sell |
13,952
-751
| -5% | -$186K | 0.88% | 38 |
|
|
2017
Q3 | $3.29M | Buy |
+14,703
| New | +$3.29M | 0.93% | 35 |
|