BerganKDV Wealth Management’s 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
Q2 | $5.5K | Hold |
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|
2023
Q1 | $5.32K | Hold |
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|
2022
Q4 | $5.3K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $5K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $34K | Hold |
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|
2019
Q3 | $32K | Hold |
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|
2019
Q2 | $31K | Hold |
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|
2019
Q1 | $31K | Sell |
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|
2018
Q4 | $37K | Hold |
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|
2018
Q3 | $42K | Hold |
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|
2018
Q2 | $38K | Buy |
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