Gradient Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-55
| Closed | -$21.5K | – | 546 |
|
|
2024
Q2 | $21.5K | Buy |
55
+5
| +10% | +$1.94K | ﹤0.01% | 626 |
|
|
2024
Q1 | $19.9K | Sell |
50
-9
| -15% | -$3.47K | ﹤0.01% | 543 |
|
|
2023
Q4 | $22.3K | Sell |
59
-3
| -5% | -$1.05K | ﹤0.01% | 687 |
|
|
2023
Q3 | $20.9K | Buy |
62
+1
| +2% | +$347 | ﹤0.01% | 673 |
|
|
2023
Q2 | $21K | Buy |
61
+45
| +281% | +$15.1K | ﹤0.01% | 686 |
|
|
2023
Q1 | $5.32K | Hold |
16
| – | – | ﹤0.01% | 940 |
|
|
2022
Q4 | $5.3K | Sell |
16
-108
| -87% | -$35.1K | ﹤0.01% | 920 |
|
|
2022
Q3 | $36K | Buy |
124
+108
| +675% | +$34.3K | ﹤0.01% | 534 |
|
|
2022
Q2 | $5K | Buy |
16
+7
| +78% | +$2.29K | ﹤0.01% | 886 |
|
|
2022
Q1 | $3K | Hold |
9
| – | – | ﹤0.01% | 963 |
|
|
2021
Q4 | $3K | Hold |
9
| – | – | ﹤0.01% | 1008 |
|
|
2021
Q3 | $3K | Hold |
9
| – | – | ﹤0.01% | 943 |
|
|
2021
Q2 | $3K | Hold |
9
| – | – | ﹤0.01% | 936 |
|
|
2021
Q1 | $3K | Sell |
9
-259
| -97% | -$81.8K | ﹤0.01% | 945 |
|
|
2020
Q4 | $74K | Hold |
268
| – | – | ﹤0.01% | 350 |
|
|
2020
Q3 | $74K | Buy |
268
+128
| +91% | +$35K | ﹤0.01% | 351 |
|
|
2020
Q2 | $36K | Hold |
140
| – | – | ﹤0.01% | 432 |
|
|
2020
Q1 | $31K | Buy |
140
+9
| +7% | +$2.39K | ﹤0.01% | 429 |
|
|
2019
Q4 | $37K | Hold |
131
| – | – | ﹤0.01% | 455 |
|
|
2019
Q3 | $35K | Sell |
131
-200
| -60% | -$53.4K | ﹤0.01% | 438 |
|
|
2019
Q2 | $88K | Buy |
331
+291
| +728% | +$76K | ﹤0.01% | 320 |
|
|
2019
Q1 | $10K | Buy |
+40
| New | +$10.1K | ﹤0.01% | 545 |
|
|
2018
Q4 | – | Sell |
-86
| Closed | -$23K | – | 952 |
|
|
2018
Q3 | $23K | Hold |
86
| – | – | ﹤0.01% | 467 |
|
|
2018
Q2 | $21K | Hold |
86
| – | – | ﹤0.01% | 473 |
|
|
2018
Q1 | $21K | Buy |
86
+82
| +2,050% | +$20.6K | ﹤0.01% | 465 |
|
|
2017
Q4 | $1K | Buy |
+4
| New | +$947 | ﹤0.01% | 884 |
|
|
2017
Q3 | – | Sell |
-13
| Closed | -$3K | – | 343 |
|
|
2017
Q2 | $3K | Sell |
13
-199
| -94% | -$41.7K | ﹤0.01% | 641 |
|
|
2017
Q1 | $44K | Buy |
+212
| New | +$43.2K | ﹤0.01% | 320 |
|
|
2016
Q2 | – | Sell |
-99
| Closed | -$17K | – | 726 |
|
|
2016
Q1 | $17K | Buy |
+99
| New | +$16.5K | ﹤0.01% | 367 |
|
|
2015
Q2 | – | Sell |
-15
| Closed | -$3K | – | 638 |
|
|
2015
Q1 | $3K | Buy |
+15
| New | +$2.67K | ﹤0.01% | 507 |
|
|
2014
Q2 | – | Sell |
-137
| Closed | -$23K | – | 515 |
|
|
2014
Q1 | $23K | Hold |
137
| – | – | 0.01% | 267 |
|
|
2013
Q4 | $23K | Hold |
137
| – | – | 0.01% | 291 |
|
|
2013
Q3 | $21K | Hold |
137
| – | – | 0.01% | 226 |
|
|
2013
Q2 | $20K | Buy |
+137
| New | +$20.5K | 0.01% | 223 |
|
Other funds holding DIA
Gradient Investments's DIA Position: Q3 2024 in Review
Gradient Investments sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2024, closing a stake of 55 shares — an estimated $21.5K sold.
Gradient Investments first reported a position in DIA in Q2 2013 and held it in 34 quarters. The position peaked at $88K in Q2 2019. 1,185 funds tracked by Wall St. Rank hold DIA as of Q3 2024.
- Gradient Investments reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2024 after selling out during the quarter.
- Gradient Investments sold 55 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $21.5K.
- Gradient Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and held it in 34 quarters.
- Gradient Investments's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $88K in Q2 2019.
- 1,185 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.
Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.