Financial Synergies Wealth 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
Q2 | – | Sell |
-100
| Closed | -$39.8K | – | 164 |
|
|
2024
Q1 | $39.8K | Hold |
100
| – | – | 0.01% | 144 |
|
|
2023
Q4 | $33.1K | Hold |
100
| – | – | 0.01% | 114 |
|
|
2023
Q3 | $33.5K | Hold |
100
| – | – | ﹤0.01% | 142 |
|
|
2023
Q2 | $34.4K | Hold |
100
| – | – | ﹤0.01% | 130 |
|
|
2023
Q1 | $33.3K | Hold |
100
| – | – | ﹤0.01% | 135 |
|
|
2022
Q4 | $33.1K | Hold |
100
| – | – | 0.01% | 114 |
|
|
2022
Q3 | $28.7K | Sell |
100
-215
| -68% | -$61.8K | ﹤0.01% | 113 |
|
|
2022
Q2 | $97K | Buy |
+315
| New | +$97K | 0.02% | 86 |
|