Castleview Partners’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
Q3 | – | Sell |
-11
| Closed | -$4.3K | – | 632 |
|
|
2024
Q2 | $4.3K | Hold |
11
| – | – | ﹤0.01% | 642 |
|
|
2024
Q1 | $4.21K | Hold |
11
| – | – | ﹤0.01% | 660 |
|
|
2023
Q4 | $3.97K | Buy |
+11
| New | +$3.97K | ﹤0.01% | 609 |
|
|
2023
Q2 | – | Sell |
-10
| Closed | -$3.39K | – | 694 |
|
|
2023
Q1 | $3.39K | Hold |
10
| – | – | ﹤0.01% | 534 |
|
|
2022
Q4 | $3.42K | Hold |
10
| – | – | ﹤0.01% | 478 |
|
|
2022
Q3 | $3K | Sell |
10
-24
| -71% | -$7.2K | ﹤0.01% | 490 |
|
|
2022
Q2 | $14.1K | Buy |
34
+24
| +240% | +$9.92K | 0.01% | 426 |
|
|
2022
Q1 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 606 |
|
|
2021
Q2 | $38K | Buy |
+110
| New | +$38K | 0.02% | 458 |
|