Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $154K | Buy |
409
+161
| +65% | +$60.7K | 0.01% | 227 |
|
|
2023
Q3 | $83.1K | Sell |
248
-12
| -5% | -$4.02K | 0.01% | 275 |
|
|
2023
Q2 | $89.7K | Buy |
260
+15
| +6% | +$5.18K | 0.01% | 270 |
|
|
2023
Q1 | $81.7K | Buy |
+245
| New | +$81.7K | 0.01% | 276 |
|
|
2020
Q2 | – | Sell |
-23
| Closed | -$5K | – | 667 |
|
|
2020
Q1 | $5K | Hold |
23
| – | – | ﹤0.01% | 425 |
|
|
2019
Q4 | $6K | Hold |
23
| – | – | ﹤0.01% | 435 |
|
|
2019
Q3 | $6K | Buy |
23
+1
| +5% | +$261 | ﹤0.01% | 397 |
|
|
2019
Q2 | $6K | Hold |
22
| – | – | ﹤0.01% | 404 |
|
|
2019
Q1 | $6K | Hold |
22
| – | – | ﹤0.01% | 423 |
|
|
2018
Q4 | $6K | Hold |
22
| – | – | ﹤0.01% | 421 |
|
|
2018
Q3 | $6K | Hold |
22
| – | – | ﹤0.01% | 420 |
|
|
2018
Q2 | $5K | Hold |
22
| – | – | ﹤0.01% | 445 |
|
|
2018
Q1 | $5K | Hold |
22
| – | – | ﹤0.01% | 419 |
|
|
2017
Q4 | $6K | Hold |
22
| – | – | ﹤0.01% | 407 |
|
|
2017
Q3 | $5K | Hold |
22
| – | – | ﹤0.01% | 405 |
|
|
2017
Q2 | $5K | Hold |
22
| – | – | ﹤0.01% | 407 |
|
|
2017
Q1 | $5K | Hold |
22
| – | – | ﹤0.01% | 389 |
|
|
2016
Q4 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 365 |
|