Financial Services Advisory’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
Q2 | – | Sell |
-82,836
| Closed | -$32.9M | – | 57 |
|
|
2024
Q1 | $32.9M | Sell |
82,836
-1,572
| -2% | -$625K | 8.19% | 2 |
|
|
2023
Q4 | $31.8M | Buy |
+84,408
| New | +$31.8M | 9.1% | 2 |
|
|
2018
Q4 | – | Sell |
-62,484
| Closed | -$16.5M | – | 7 |
|
|
2018
Q3 | $16.5M | Buy |
62,484
+38,253
| +158% | +$10.1M | 11.02% | 3 |
|
|
2018
Q2 | $5.88M | Sell |
24,231
-10,599
| -30% | -$2.57M | 5.08% | 7 |
|
|
2018
Q1 | $8.41M | Buy |
34,830
+886
| +3% | +$214K | 8.96% | 2 |
|
|
2017
Q4 | $8.4M | Buy |
+33,944
| New | +$8.4M | 6.18% | 6 |
|