Executive Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $742K | Buy |
1,903
+1,271
| +201% | +$495K | 0.15% | 44 |
|
|
2023
Q4 | $238K | Buy |
632
+3
| +0.5% | +$1.13K | 0.15% | 44 |
|
|
2023
Q3 | $211K | Buy |
629
+3
| +0.5% | +$1.01K | 0.15% | 45 |
|
|
2023
Q2 | $215K | Buy |
626
+3
| +0.5% | +$1.03K | 0.15% | 45 |
|
|
2023
Q1 | $207K | Buy |
623
+3
| +0.5% | +$998 | 0.15% | 45 |
|
|
2022
Q4 | $205K | Buy |
+620
| New | +$205K | 0.16% | 43 |
|
|
2022
Q2 | – | Sell |
-611
| Closed | -$212K | – | 45 |
|
|
2022
Q1 | $212K | Buy |
611
+3
| +0.5% | +$1.04K | 0.14% | 46 |
|
|
2021
Q4 | $221K | Buy |
608
+2
| +0.3% | +$727 | 0.14% | 48 |
|
|
2021
Q3 | $205K | Buy |
606
+3
| +0.5% | +$1.01K | 0.13% | 48 |
|
|
2021
Q2 | $208K | Buy |
+603
| New | +$208K | 0.12% | 47 |
|