Bartlett & Co’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
Q4 | $258K | Buy |
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|
2023
Q3 | $202K | Hold |
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|
2023
Q2 | $207K | Hold |
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|
2023
Q1 | $200K | Hold |
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|
2022
Q4 | $199K | Hold |
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|
2022
Q3 | $173K | Hold |
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|
2022
Q2 | $185K | Sell |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q3 | $88K | Hold |
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|
2021
Q2 | $90K | Hold |
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|
2021
Q1 | $86K | Hold |
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|
2020
Q4 | $80K | Hold |
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|
2020
Q3 | $72K | Hold |
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|
2020
Q2 | $67K | Hold |
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|
2020
Q1 | $57K | Buy |
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|
2019
Q3 | $70K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $5K | Buy |
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