Domani Wealth’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
$385K Hold
1,158
0.09% 86
2022
Q4
$384K Hold
1,158
0.1% 85
2022
Q3
$333K Hold
1,158
0.1% 81
2022
Q2
$356K Hold
1,158
0.1% 85
2022
Q1
$402K Hold
1,158
0.09% 91
2021
Q4
$421K Hold
1,158
0.08% 86
2021
Q3
$392K Hold
1,158
0.08% 85
2021
Q2
$399K Hold
1,158
0.08% 88
2021
Q1
$382K Sell
1,158
-35
-3% -$11.5K 0.07% 93
2020
Q4
$365K Hold
1,193
0.07% 90
2020
Q3
$331K Hold
1,193
0.07% 92
2020
Q2
$308K Hold
1,193
0.07% 95
2020
Q1
$262K Hold
1,193
0.07% 105
2019
Q4
$340K Buy
1,193
+35
+3% +$9.98K 0.11% 87
2019
Q3
$312K Hold
1,158
0.11% 84
2019
Q2
$308K Hold
1,158
0.11% 81
2019
Q1
$300K Hold
1,158
0.12% 83
2018
Q4
$270K Hold
1,158
0.13% 79
2018
Q3
$306K Hold
1,158
0.13% 78
2018
Q2
$281K Hold
1,158
0.13% 85
2018
Q1
$280K Hold
1,158
0.12% 83
2017
Q4
$286K Hold
1,158
0.13% 82
2017
Q3
$259K Hold
1,158
0.11% 82
2017
Q2
$247K Hold
1,158
0.1% 82
2017
Q1
$239K Hold
1,158
0.1% 88
2016
Q4
$229K Sell
1,158
-1,337
-54% -$264K 0.09% 93
2016
Q3
$456K Hold
2,495
0.17% 70
2016
Q2
$447K Sell
2,495
-553
-18% -$99.1K 0.17% 69
2016
Q1
$538K Buy
+3,048
New +$538K 0.2% 74