Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $1M | Sell |
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|
2024
Q2 | $2.7M | Hold |
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|
2024
Q1 | $2.7M | Buy |
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|
2023
Q4 | $2.39M | Buy |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.52M | Buy |
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|
2021
Q4 | $1.53M | Sell |
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|
2021
Q3 | $1.51M | Buy |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $1.22M | Buy |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $968K | Buy |
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|
2020
Q2 | $884K | Sell |
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|
2020
Q1 | $862K | Sell |
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|
2019
Q4 | $1.65M | Sell |
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|
2019
Q3 | $1.69M | Sell |
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|
2019
Q2 | $1.68M | Buy |
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|
2019
Q1 | $1.59M | Buy |
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|
2018
Q4 | $1.41M | Sell |
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|
2018
Q3 | $1.63M | Buy |
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|
2018
Q2 | $1.46M | Hold |
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|
2018
Q1 | $1.45M | Buy |
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|
2017
Q4 | $1.36M | Buy |
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|
2017
Q3 | $1.18M | Hold |
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|
2017
Q2 | $1.12M | Buy |
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|
2017
Q1 | $1.07M | Buy |
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|
2016
Q4 | $919K | Buy |
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|
2016
Q3 | $233K | Sell |
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|
2016
Q2 | $241K | Sell |
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|
2016
Q1 | $259K | Buy |
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|
2015
Q4 | $233K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $224K | Buy |
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