Fortem Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-675
| Closed | -$287K | – | 186 |
|
|
2024
Q4 | $287K | Sell |
675
-81
| -11% | -$34.5K | 0.11% | 151 |
|
|
2024
Q3 | $320K | Buy |
756
+2
| +0.3% | +$847 | 0.13% | 142 |
|
|
2024
Q2 | $295K | Buy |
+754
| New | +$295K | 0.13% | 140 |
|
|
2021
Q4 | – | Sell |
-602
| Closed | -$204K | – | 171 |
|
|
2021
Q3 | $204K | Sell |
602
-33
| -5% | -$11.2K | 0.1% | 165 |
|
|
2021
Q2 | $219K | Sell |
635
-18
| -3% | -$6.21K | 0.11% | 155 |
|
|
2021
Q1 | $216K | Buy |
653
+51
| +8% | +$16.9K | 0.13% | 151 |
|
|
2020
Q4 | $184K | Buy |
+602
| New | +$184K | 0.11% | 153 |
|
|
2020
Q1 | – | Sell |
-723
| Closed | -$206K | – | 136 |
|
|
2019
Q4 | $206K | Sell |
723
-30
| -4% | -$8.55K | 0.15% | 107 |
|
|
2019
Q3 | $203K | Hold |
753
| – | – | 0.17% | 102 |
|
|
2019
Q2 | $200K | Buy |
+753
| New | +$200K | 0.2% | 126 |
|