Brandywine Oak Private Wealth’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
Q1 | – | Sell |
-619
| Closed | -$205K | – | 253 |
|
|
2022
Q4 | $205K | Buy |
+619
| New | +$205K | 0.03% | 239 |
|
|
2022
Q2 | – | Sell |
-615
| Closed | -$213K | – | 325 |
|
|
2022
Q1 | $213K | Buy |
615
+1
| +0.2% | +$346 | 0.02% | 326 |
|
|
2021
Q4 | $223K | Buy |
614
+1
| +0.2% | +$363 | 0.02% | 323 |
|
|
2021
Q3 | $207K | Buy |
613
+1
| +0.2% | +$338 | 0.02% | 326 |
|
|
2021
Q2 | $211K | Buy |
+612
| New | +$211K | 0.02% | 326 |
|
|
2019
Q1 | – | Sell |
-249
| Closed | -$58K | – | 308 |
|
|
2018
Q4 | $58K | Buy |
+249
| New | +$58K | 0.01% | 345 |
|