Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-207
| Closed | -$71.3K | – | 236 |
|
|
2023
Q2 | $71.3K | Hold |
207
| – | – | 0.07% | 170 |
|
|
2023
Q1 | $69K | Hold |
207
| – | – | 0.07% | 173 |
|
|
2022
Q4 | $68.7K | Buy |
207
+165
| +393% | +$54.8K | 0.05% | 148 |
|
|
2022
Q3 | $12K | Hold |
42
| – | – | 0.01% | 314 |
|
|
2022
Q2 | $13K | Hold |
42
| – | – | 0.01% | 327 |
|
|
2022
Q1 | $15K | Sell |
42
-6
| -13% | -$2.14K | 0.01% | 328 |
|
|
2021
Q4 | $18K | Buy |
48
+6
| +14% | +$2.25K | 0.01% | 343 |
|
|
2021
Q3 | $14K | Hold |
42
| – | – | 0.01% | 374 |
|
|
2021
Q2 | $15K | Hold |
42
| – | – | 0.01% | 367 |
|
|
2021
Q1 | $14K | Hold |
42
| – | – | 0.01% | 368 |
|
|
2020
Q4 | $13K | Buy |
+42
| New | +$13K | 0.01% | 342 |
|