Caliber Wealth Management (Utah)’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 | $335K | Buy |
841
+4
| +0.5% | +$1.59K | 0.18% | 53 |
|
|
2023
Q4 | $316K | Buy |
837
+4
| +0.5% | +$1.51K | 0.19% | 52 |
|
|
2023
Q3 | $279K | Buy |
833
+4
| +0.5% | +$1.34K | 0.19% | 52 |
|
|
2023
Q2 | $285K | Buy |
829
+4
| +0.5% | +$1.38K | 0.19% | 52 |
|
|
2023
Q1 | $274K | Hold |
825
| – | – | 0.21% | 53 |
|
|
2022
Q4 | $273K | Hold |
825
| – | – | 0.21% | 82 |
|
|
2022
Q3 | $237K | Hold |
825
| – | – | 0.19% | 60 |
|
|
2022
Q2 | $254K | Buy |
+825
| New | +$254K | 0.2% | 59 |
|