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 |
|