DWMG
DB Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.55M | Sell |
4,124
-9,369
| -69% | -$3.53M | 0.88% | 26 |
|
|
2023
Q3 | $4.52M | Sell |
13,493
-171
| -1% | -$57.3K | 2.85% | 8 |
|
|
2023
Q2 | $4.7M | Sell |
13,664
-24
| -0.2% | -$8.25K | 2.88% | 9 |
|
|
2023
Q1 | $4.55M | Sell |
13,688
-429
| -3% | -$143K | 2.87% | 8 |
|
|
2022
Q4 | $4.68M | Buy |
14,117
+5,259
| +59% | +$1.74M | 3.03% | 5 |
|
|
2022
Q3 | $2.55M | Sell |
8,858
-272
| -3% | -$78.1K | 1.82% | 15 |
|
|
2022
Q2 | $2.81M | Sell |
9,130
-3
| -0% | -$923 | 1.92% | 10 |
|
|
2022
Q1 | $3.17M | Sell |
9,133
-27
| -0.3% | -$9.37K | 1.91% | 10 |
|
|
2021
Q4 | $3.33M | Sell |
9,160
-488
| -5% | -$177K | 1.97% | 10 |
|
|
2021
Q3 | $3.26M | Buy |
9,648
+74
| +0.8% | +$25K | 2.1% | 9 |
|
|
2021
Q2 | $3.3M | Sell |
9,574
-69
| -0.7% | -$23.8K | 2.11% | 10 |
|
|
2021
Q1 | $3.18M | Buy |
9,643
+127
| +1% | +$41.9K | 2.18% | 7 |
|
|
2020
Q4 | $2.91M | Buy |
+9,516
| New | +$2.91M | 2.15% | 9 |
|