Bingham Osborn & Scarborough’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bingham Osborn & Scarborough’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,952	Closed	-$1.34M	–	40
2021 Q3	$1.34M	Hold	3,952	–	–	0.09%	50
2021 Q2	$1.36M	Hold	3,952	–	–	0.1%	44
2021 Q1	$1.31M	Hold	3,952	–	–	0.1%	42
2020 Q4	$1.21M	Sell	3,952 -23	-0.6%	-$7.03K	0.1%	41
2020 Q3	$1.1M	Sell	3,975 -54	-1%	-$15K	0.08%	58
2020 Q2	$1.04M	Sell	4,029 -638	-14%	-$165K	0.08%	58
2020 Q1	$1.02M	Buy	4,667 +2	+0%	+$438	0.1%	56
2019 Q4	$1.33M	Sell	4,665 -36	-0.8%	-$10.3K	0.11%	51
2019 Q3	$1.27M	Buy	4,701 +201	+4%	+$54.1K	0.11%	50
2019 Q2	$1.2M	Buy	4,500 +119	+3%	+$31.6K	0.11%	49
2019 Q1	$1.14M	Sell	4,381 -50	-1%	-$13K	0.11%	50
2018 Q4	$1.03M	Sell	4,431 -126	-3%	-$29.4K	0.11%	49
2018 Q3	$1.21M	Sell	4,557 -1,013	-18%	-$268K	0.11%	47
2018 Q2	$1.35M	Sell	5,570 -350	-6%	-$85K	0.13%	40
2018 Q1	$1.43M	Sell	5,920 -716	-11%	-$173K	0.14%	39
2017 Q4	$1.64M	Sell	6,636 -16	-0.2%	-$3.96K	0.15%	35
2017 Q3	$1.49M	Sell	6,652 -113	-2%	-$25.3K	0.14%	34
2017 Q2	$1.44M	Sell	6,765 -331	-5%	-$70.6K	0.14%	34
2017 Q1	$1.46M	Buy	7,096 +340	+5%	+$70.1K	0.14%	34
2016 Q4	$1.33M	Sell	6,756 -106	-2%	-$20.9K	0.14%	36
2016 Q3	$1.25M	Buy	6,862 +5	+0.1%	+$914	0.13%	38
2016 Q2	$1.23M	Sell	6,857 -55	-0.8%	-$9.84K	0.14%	37
2016 Q1	$1.22M	Buy	6,912 +5	+0.1%	+$883	0.14%	38
2015 Q4	$1.2M	Sell	6,907 -194	-3%	-$33.8K	0.15%	40
2015 Q3	$1.16M	Sell	7,101 -160	-2%	-$26K	0.15%	39
2015 Q2	$1.28M	Sell	7,261 -112	-2%	-$19.7K	0.15%	36
2015 Q1	$1.31M	Sell	7,373 -746	-9%	-$132K	0.16%	36
2014 Q4	$1.44M	Sell	8,119 -1,105	-12%	-$197K	0.17%	37
2014 Q3	$1.57M	Sell	9,224 -627	-6%	-$107K	0.2%	34
2014 Q2	$1.65M	Sell	9,851 -939	-9%	-$158K	0.22%	26
2014 Q1	$1.77M	Sell	10,790 -673	-6%	-$111K	0.25%	24
2013 Q4	$1.9M	Sell	11,463 -874	-7%	-$145K	0.28%	22
2013 Q3	$1.86M	Sell	12,337 -592	-5%	-$89.4K	0.3%	21
2013 Q2	$1.92M	Buy	+12,929	New	+$1.92M	0.33%	19