Blackston Financial Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,160
| Closed | -$814K | – | 70 |
|
|
2023
Q4 | $814K | Sell |
2,160
-857
| -28% | -$323K | 0.52% | 28 |
|
|
2023
Q3 | $1.01M | Buy |
3,017
+977
| +48% | +$327K | 0.7% | 21 |
|
|
2023
Q2 | $701K | Sell |
2,040
-1
| -0% | -$344 | 0.51% | 29 |
|
|
2023
Q1 | $679K | Sell |
2,041
-62
| -3% | -$20.6K | 0.51% | 34 |
|
|
2022
Q4 | $697K | Buy |
2,103
+176
| +9% | +$58.3K | 0.51% | 32 |
|
|
2022
Q3 | $631K | Buy |
1,927
+883
| +85% | +$289K | 0.44% | 32 |
|
|
2022
Q2 | $327K | Buy |
+1,044
| New | +$327K | 0.21% | 62 |
|