Destiny Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-162
| Closed | -$53.7K | – | 290 |
|
|
2022
Q4 | $53.7K | Sell |
162
-17
| -9% | -$5.63K | 0.01% | 286 |
|
|
2022
Q3 | $51K | Hold |
179
| – | – | 0.01% | 277 |
|
|
2022
Q2 | $55K | Sell |
179
-54
| -23% | -$16.6K | 0.01% | 271 |
|
|
2022
Q1 | $81K | Hold |
233
| – | – | 0.02% | 268 |
|
|
2021
Q4 | $85K | Hold |
233
| – | – | 0.02% | 245 |
|
|
2021
Q3 | $79K | Buy |
+233
| New | +$79K | 0.02% | 235 |
|
|
2021
Q2 | – | Sell |
-233
| Closed | -$77K | – | 260 |
|
|
2021
Q1 | $77K | Sell |
233
-73
| -24% | -$24.1K | 0.02% | 223 |
|
|
2020
Q4 | $94K | Buy |
+306
| New | +$94K | 0.02% | 241 |
|