BerganKDV 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
Q2 | $5.5K | Hold |
16
| – | – | ﹤0.01% | 600 |
|
|
2023
Q1 | $5.32K | Hold |
16
| – | – | ﹤0.01% | 688 |
|
|
2022
Q4 | $5.3K | Hold |
16
| – | – | ﹤0.01% | 668 |
|
|
2022
Q3 | $5K | Hold |
16
| – | – | ﹤0.01% | 671 |
|
|
2022
Q2 | $5K | Hold |
16
| – | – | ﹤0.01% | 696 |
|
|
2022
Q1 | $6K | Hold |
16
| – | – | ﹤0.01% | 688 |
|
|
2021
Q4 | $6K | Hold |
16
| – | – | ﹤0.01% | 747 |
|
|
2021
Q3 | $5K | Buy |
+16
| New | +$5K | ﹤0.01% | 744 |
|
|
2020
Q1 | – | Sell |
-118
| Closed | -$34K | – | 935 |
|
|
2019
Q4 | $34K | Hold |
118
| – | – | 0.01% | 386 |
|
|
2019
Q3 | $32K | Hold |
118
| – | – | 0.01% | 373 |
|
|
2019
Q2 | $31K | Hold |
118
| – | – | 0.01% | 375 |
|
|
2019
Q1 | $31K | Sell |
118
-40
| -25% | -$10.5K | 0.01% | 384 |
|
|
2018
Q4 | $37K | Hold |
158
| – | – | 0.01% | 334 |
|
|
2018
Q3 | $42K | Hold |
158
| – | – | 0.01% | 339 |
|
|
2018
Q2 | $38K | Buy |
+158
| New | +$38K | 0.01% | 351 |
|