Doyle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $502K | Sell |
1,748
-25
| -1% | -$7.18K | 0.04% | 129 |
|
|
2022
Q2 | $546K | Sell |
1,773
-325
| -15% | -$100K | 0.04% | 130 |
|
|
2022
Q1 | $728K | Buy |
2,098
+250
| +14% | +$86.7K | 0.05% | 137 |
|
|
2021
Q4 | $671K | Hold |
1,848
| – | – | 0.05% | 129 |
|
|
2021
Q3 | $625K | Buy |
1,848
+110
| +6% | +$37.2K | 0.05% | 130 |
|
|
2021
Q2 | $600K | Hold |
1,738
| – | – | 0.05% | 129 |
|
|
2021
Q1 | $574K | Hold |
1,738
| – | – | 0.06% | 130 |
|
|
2020
Q4 | $531K | Sell |
1,738
-23
| -1% | -$7.03K | 0.05% | 132 |
|
|
2020
Q3 | $489K | Hold |
1,761
| – | – | 0.06% | 127 |
|
|
2020
Q2 | $454K | Hold |
1,761
| – | – | 0.06% | 120 |
|
|
2020
Q1 | $386K | Hold |
1,761
| – | – | 0.06% | 120 |
|
|
2019
Q4 | $502K | Sell |
1,761
-20
| -1% | -$5.7K | 0.06% | 120 |
|
|
2019
Q3 | $479K | Buy |
1,781
+176
| +11% | +$47.3K | 0.07% | 120 |
|
|
2019
Q2 | $427K | Sell |
1,605
-120
| -7% | -$31.9K | 0.06% | 126 |
|
|
2019
Q1 | $448K | Buy |
1,725
+129
| +8% | +$33.5K | 0.07% | 116 |
|
|
2018
Q4 | $372K | Hold |
1,596
| – | – | 0.06% | 121 |
|
|
2018
Q3 | $422K | Buy |
1,596
+33
| +2% | +$8.73K | 0.07% | 123 |
|
|
2018
Q2 | $379K | Hold |
1,563
| – | – | 0.06% | 126 |
|
|
2018
Q1 | $377K | Hold |
1,563
| – | – | 0.06% | 118 |
|
|
2017
Q4 | $387K | Hold |
1,563
| – | – | 0.07% | 114 |
|
|
2017
Q3 | $350K | Hold |
1,563
| – | – | 0.06% | 109 |
|
|
2017
Q2 | $333K | Hold |
1,563
| – | – | 0.06% | 107 |
|
|
2017
Q1 | $323K | Buy |
+1,563
| New | +$323K | 0.07% | 104 |
|