CWP
CFM Wealth Partners’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
Q2 | – | Sell |
-687
| Closed | -$273K | – | 148 |
|
|
2024
Q1 | $273K | Hold |
687
| – | – | 0.05% | 137 |
|
|
2023
Q4 | $259K | Hold |
687
| – | – | 0.06% | 146 |
|
|
2023
Q3 | $230K | Hold |
687
| – | – | 0.06% | 131 |
|
|
2023
Q2 | $236K | Hold |
687
| – | – | 0.06% | 154 |
|
|
2023
Q1 | $229K | Hold |
687
| – | – | 0.06% | 142 |
|
|
2022
Q4 | $228K | Buy |
+687
| New | +$228K | 0.07% | 149 |
|
|
2022
Q3 | – | Sell |
-687
| Closed | -$211K | – | 155 |
|
|
2022
Q2 | $211K | Hold |
687
| – | – | 0.06% | 159 |
|
|
2022
Q1 | $238K | Hold |
687
| – | – | 0.06% | 170 |
|
|
2021
Q4 | $251K | Hold |
687
| – | – | 0.06% | 158 |
|
|
2021
Q3 | $232K | Hold |
687
| – | – | 0.06% | 165 |
|
|
2021
Q2 | $237K | Hold |
687
| – | – | 0.06% | 155 |
|
|
2021
Q1 | $227K | Hold |
687
| – | – | 0.07% | 149 |
|
|
2020
Q4 | $210K | Buy |
+687
| New | +$210K | 0.07% | 152 |
|
|
2020
Q3 | – | Sell |
-687
| Closed | -$177K | – | 239 |
|
|
2020
Q2 | $177K | Hold |
687
| – | – | 0.07% | 159 |
|
|
2020
Q1 | $151K | Buy |
+687
| New | +$151K | 0.07% | 158 |
|