Cassady Schiller Wealth Management’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
Q4 | $266K | Hold |
626
| – | – | 0.1% | 101 |
|
|
2024
Q3 | $265K | Hold |
626
| – | – | 0.1% | 100 |
|
|
2024
Q2 | $245K | Hold |
626
| – | – | 0.1% | 101 |
|
|
2024
Q1 | $249K | Hold |
626
| – | – | 0.11% | 99 |
|
|
2023
Q4 | $236K | Hold |
626
| – | – | 0.12% | 95 |
|
|
2023
Q3 | $210K | Hold |
626
| – | – | 0.12% | 98 |
|
|
2023
Q2 | $215K | Hold |
626
| – | – | 0.12% | 100 |
|
|
2023
Q1 | $208K | Buy |
626
+1
| +0.2% | +$333 | 0.1% | 101 |
|
|
2022
Q4 | $207K | Buy |
+625
| New | +$207K | 0.13% | 97 |
|
|
2022
Q2 | – | Sell |
-624
| Closed | -$216K | – | 106 |
|
|
2022
Q1 | $216K | Buy |
624
+1
| +0.2% | +$346 | 0.1% | 105 |
|
|
2021
Q4 | $226K | Buy |
+623
| New | +$226K | 0.14% | 98 |
|