Clearview Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Clearview Wealth Advisors’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	+$53.6K	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%	-$2.08K	0.01%	328
2021 Q4	$18K	Buy	48 +6	+14%	+$2.13K	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	+$12.2K	0.01%	342

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Clearview Wealth Advisors's DIA Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2023, closing a stake of 207 shares — an estimated $71.3K sold.

Clearview Wealth Advisors first reported a position in DIA in Q4 2020 and held it in 11 quarters. The position peaked at $71.3K in Q2 2023. 1,026 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

Clearview Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 207 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $71.3K.
Clearview Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $71.3K in Q2 2023.
1,026 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.