Fairfield Financial Advisors’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
Q4 | – | Sell |
-27
| Closed | -$11.4K | – | 267 |
|
|
2024
Q3 | $11.4K | Hold |
27
| – | – | ﹤0.01% | 219 |
|
|
2024
Q2 | $10.5K | Buy |
+27
| New | +$10.5K | ﹤0.01% | 212 |
|
|
2023
Q4 | $43.1K | Hold |
114
| – | – | 0.02% | 162 |
|
|
2023
Q3 | $38.1K | Buy |
114
+1
| +0.9% | +$335 | 0.02% | 155 |
|
|
2023
Q2 | $39K | Hold |
113
| – | – | 0.02% | 157 |
|
|
2023
Q1 | $37K | Buy |
113
+1
| +0.9% | +$328 | 0.02% | 161 |
|
|
2022
Q4 | $37.2K | Hold |
112
| – | – | 0.02% | 144 |
|
|
2022
Q3 | $32.1K | Buy |
112
+1
| +0.9% | +$286 | 0.02% | 140 |
|
|
2022
Q2 | $34.2K | Hold |
111
| – | – | 0.02% | 136 |
|
|
2022
Q1 | $38.3K | Buy |
+111
| New | +$38.3K | 0.01% | 139 |
|