Caliber Wealth Management (Utah)’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$335K Buy
2023
Q4
$316K Buy
2023
Q3
$279K Buy
2023
Q2
$285K Buy
2023
Q1
$274K Hold
2022
Q4
$273K Hold
2022
Q3
$237K Hold
2022
Q2
$254K Buy