GPA
Garrison Point Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,189
| Closed | -$871K | – | 146 |
|
|
2024
Q1 | $871K | Buy |
2,189
+1
| +0% | +$398 | 0.56% | 59 |
|
|
2023
Q4 | $825K | Buy |
2,188
+6
| +0.3% | +$2.26K | 0.58% | 58 |
|
|
2023
Q3 | $731K | Buy |
2,182
+7
| +0.3% | +$2.34K | 0.57% | 59 |
|
|
2023
Q2 | $748K | Buy |
2,175
+4
| +0.2% | +$1.38K | 0.54% | 65 |
|
|
2023
Q1 | $722K | Buy |
2,171
+1
| +0% | +$333 | 0.54% | 62 |
|
|
2022
Q4 | $719K | Hold |
2,170
| – | – | 0.59% | 63 |
|
|
2022
Q3 | $623K | Hold |
2,170
| – | – | 0.56% | 64 |
|
|
2022
Q2 | $668K | Hold |
2,170
| – | – | 0.55% | 59 |
|
|
2022
Q1 | $753K | Buy |
2,170
+10
| +0.5% | +$3.47K | 0.53% | 64 |
|
|
2021
Q4 | $785K | Hold |
2,160
| – | – | 0.52% | 62 |
|
|
2021
Q3 | $731K | Hold |
2,160
| – | – | 0.53% | 63 |
|
|
2021
Q2 | $745K | Hold |
2,160
| – | – | 0.54% | 63 |
|
|
2021
Q1 | $713K | Sell |
2,160
-29
| -1% | -$9.57K | 0.55% | 64 |
|
|
2020
Q4 | $669K | Hold |
2,189
| – | – | 0.54% | 65 |
|
|
2020
Q3 | $607K | Hold |
2,189
| – | – | 0.55% | 59 |
|
|
2020
Q2 | $564K | Buy |
2,189
+368
| +20% | +$94.8K | 0.56% | 58 |
|
|
2020
Q1 | $399K | Buy |
1,821
+50
| +3% | +$11K | 0.49% | 68 |
|
|
2019
Q4 | $505K | Hold |
1,771
| – | – | 0.46% | 77 |
|
|
2019
Q3 | $477K | Hold |
1,771
| – | – | 0.47% | 77 |
|
|
2019
Q2 | $471K | Hold |
1,771
| – | – | 0.47% | 80 |
|
|
2019
Q1 | $459K | Hold |
1,771
| – | – | 0.48% | 76 |
|
|
2018
Q4 | $413K | Buy |
+1,771
| New | +$413K | 0.51% | 73 |
|