BDO Wealth Advisors’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
Q2 | $102K | Sell |
298
-2
| -0.7% | -$688 | 0.01% | 339 |
|
|
2023
Q1 | $99.8K | Hold |
300
| – | – | 0.01% | 326 |
|
|
2022
Q4 | $99.4K | Sell |
300
-223
| -43% | -$73.9K | 0.01% | 333 |
|
|
2022
Q3 | $150K | Buy |
523
+15
| +3% | +$4.3K | 0.02% | 281 |
|
|
2022
Q2 | $156K | Hold |
508
| – | – | 0.02% | 280 |
|
|
2022
Q1 | $176K | Sell |
508
-120
| -19% | -$41.6K | 0.02% | 283 |
|
|
2021
Q4 | $228K | Sell |
628
-50
| -7% | -$18.2K | 0.02% | 264 |
|
|
2021
Q3 | $229K | Buy |
678
+130
| +24% | +$43.9K | 0.03% | 265 |
|
|
2021
Q2 | $189K | Buy |
548
+23
| +4% | +$7.93K | 0.02% | 296 |
|
|
2021
Q1 | $173K | Hold |
525
| – | – | 0.02% | 305 |
|
|
2020
Q4 | $161K | Hold |
525
| – | – | 0.02% | 250 |
|
|
2020
Q3 | $146K | Buy |
525
+10
| +2% | +$2.78K | 0.02% | 243 |
|
|
2020
Q2 | $133K | Sell |
515
-160
| -24% | -$41.3K | 0.02% | 253 |
|
|
2020
Q1 | $148K | Buy |
675
+515
| +322% | +$113K | 0.03% | 232 |
|
|
2019
Q4 | $46K | Hold |
160
| – | – | 0.01% | 304 |
|
|
2019
Q3 | $43K | Hold |
160
| – | – | 0.01% | 326 |
|
|
2019
Q2 | $43K | Hold |
160
| – | – | 0.01% | 319 |
|
|
2019
Q1 | $41K | Buy |
+160
| New | +$41K | 0.01% | 300 |
|