EPG Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

EPG Wealth Management’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-976	Closed	-$355K	–	408
2021 Q4	$355K	Buy	976 +6	+0.6%	+$2.13K	0.12%	147
2021 Q3	$328K	Sell	970 -249	-20%	-$87K	0.13%	152
2021 Q2	$420K	Buy	1,219 +104	+9%	+$35.5K	0.18%	120
2021 Q1	$368K	Buy	1,115 +395	+55%	+$125K	0.18%	119
2020 Q4	$220K	Buy	+720	New	+$210K	0.13%	141
2020 Q2	–	Sell	-1,120	Closed	-$246K	–	283
2020 Q1	$246K	Buy	1,120 +449	+67%	+$119K	0.18%	103
2019 Q4	$191K	Buy	+671	New	+$185K	0.14%	100

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EPG Wealth Management's DIA Position: Q1 2022 in Review

EPG Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2022, closing a stake of 976 shares — an estimated $355K sold.

EPG Wealth Management first reported a position in DIA in Q4 2019 and held it in 7 quarters. The position peaked at $420K in Q2 2021. 989 funds tracked by Wall St. Rank hold DIA as of Q1 2022.

EPG Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2022 after selling out during the quarter.
EPG Wealth Management sold 976 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2022, an estimated $355K.
EPG Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and held it in 7 quarters.
EPG Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $420K in Q2 2021.
989 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2022.

Based on EPG Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.