Buckingham Strategic Wealth’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Buckingham Strategic Wealth’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$3.07M	Sell	7,845 -526	-6%	-$206K	0.03%	189
2024 Q1	$3.33M	Buy	8,371 +327	+4%	+$130K	0.04%	182
2023 Q4	$3.03M	Sell	8,044 -29	-0.4%	-$10.9K	0.04%	186
2023 Q3	$2.7M	Sell	8,073 -596	-7%	-$200K	0.04%	186
2023 Q2	$2.98M	Buy	8,669 +1,264	+17%	+$435K	0.04%	177
2023 Q1	$2.45M	Hold	7,405	–	–	0.04%	166
2022 Q4	$2.45M	Sell	7,405 -1,776	-19%	-$588K	0.04%	166
2022 Q3	$2.64M	Sell	9,181 -18	-0.2%	-$5.17K	0.05%	148
2022 Q2	$2.83M	Sell	9,199 -283	-3%	-$87.1K	0.06%	146
2022 Q1	$3.29M	Buy	9,482 +822	+9%	+$285K	0.06%	136
2021 Q4	$3.15M	Sell	8,660 -1,293	-13%	-$470K	0.06%	142
2021 Q3	$3.37M	Sell	9,953 -683	-6%	-$231K	0.07%	134
2021 Q2	$3.67M	Buy	10,636 +5,405	+103%	+$1.86M	0.09%	120
2021 Q1	$1.73M	Buy	5,231 +767	+17%	+$253K	0.09%	162
2020 Q4	$1.37M	Sell	4,464 -643	-13%	-$197K	0.07%	188
2020 Q3	$1.42M	Sell	5,107 -601	-11%	-$167K	0.11%	145
2020 Q2	$1.47M	Sell	5,708 -1,800	-24%	-$464K	0.14%	117
2020 Q1	$1.65M	Buy	7,508 +1,422	+23%	+$312K	0.16%	109
2019 Q4	$1.74M	Buy	6,086 +669	+12%	+$191K	0.17%	101
2019 Q3	$1.46M	Sell	5,417 -947	-15%	-$255K	0.16%	107
2019 Q2	$1.69M	Buy	6,364 +901	+16%	+$240K	0.18%	98
2019 Q1	$1.42M	Buy	5,463 +489	+10%	+$127K	0.18%	106
2018 Q4	$1.16M	Buy	4,974 +400	+9%	+$93.3K	0.18%	103
2018 Q3	$1.21M	Sell	4,574 -550	-11%	-$145K	0.19%	103
2018 Q2	$1.24M	Sell	5,124 -76	-1%	-$18.5K	0.2%	104
2018 Q1	$1.26M	Buy	5,200 +1,514	+41%	+$365K	0.24%	90
2017 Q4	$912K	Sell	3,686 -357	-9%	-$88.3K	0.19%	113
2017 Q3	$905K	Sell	4,043 -1,386	-26%	-$310K	0.22%	105
2017 Q2	$1.16M	Buy	5,429 +1,054	+24%	+$225K	0.27%	89
2017 Q1	$903K	Buy	+4,375	New	+$903K	0.26%	84
2016 Q3	–	Sell	-1,185	Closed	-$212K	–	233
2016 Q2	$212K	Buy	+1,185	New	+$212K	0.07%	218