CWM
C2C Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-578
| Closed | -$218K | – | 91 |
|
|
2023
Q4 | $218K | Buy |
+578
| New | +$218K | 0.18% | 100 |
|
|
2023
Q3 | – | Sell |
-578
| Closed | -$200K | – | 238 |
|
|
2023
Q2 | $200K | Buy |
+578
| New | +$200K | 0.03% | 235 |
|
|
2023
Q1 | – | Sell |
-967
| Closed | -$321K | – | 239 |
|
|
2022
Q4 | $321K | Buy |
+967
| New | +$321K | 0.06% | 131 |
|
|
2022
Q3 | – | Sell |
-648
| Closed | -$206K | – | 178 |
|
|
2022
Q2 | $206K | Hold |
648
| – | – | 0.04% | 175 |
|
|
2022
Q1 | $228K | Sell |
648
-9
| -1% | -$3.17K | 0.04% | 183 |
|
|
2021
Q4 | $239K | Buy |
+657
| New | +$239K | 0.03% | 191 |
|