Gradient Investments’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
Q3 | – | Sell |
-55
| Closed | -$21.5K | – | 548 |
|
|
2024
Q2 | $21.5K | Buy |
55
+5
| +10% | +$1.96K | ﹤0.01% | 626 |
|
|
2024
Q1 | $19.9K | Sell |
50
-9
| -15% | -$3.58K | ﹤0.01% | 543 |
|
|
2023
Q4 | $22.3K | Sell |
59
-3
| -5% | -$1.14K | ﹤0.01% | 687 |
|
|
2023
Q3 | $20.9K | Buy |
62
+1
| +2% | +$336 | ﹤0.01% | 673 |
|
|
2023
Q2 | $21K | Buy |
61
+45
| +281% | +$15.5K | ﹤0.01% | 686 |
|
|
2023
Q1 | $5.32K | Hold |
16
| – | – | ﹤0.01% | 940 |
|
|
2022
Q4 | $5.3K | Sell |
16
-108
| -87% | -$35.8K | ﹤0.01% | 920 |
|
|
2022
Q3 | $36K | Buy |
124
+108
| +675% | +$31.4K | ﹤0.01% | 534 |
|
|
2022
Q2 | $5K | Buy |
16
+7
| +78% | +$2.19K | ﹤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% | -$86.3K | ﹤0.01% | 945 |
|
|
2020
Q4 | $74K | Hold |
268
| – | – | ﹤0.01% | 350 |
|
|
2020
Q3 | $74K | Buy |
268
+128
| +91% | +$35.3K | ﹤0.01% | 351 |
|
|
2020
Q2 | $36K | Hold |
140
| – | – | ﹤0.01% | 432 |
|
|
2020
Q1 | $31K | Buy |
140
+9
| +7% | +$1.99K | ﹤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% | +$77.4K | ﹤0.01% | 320 |
|
|
2019
Q1 | $10K | Buy |
+40
| New | +$10K | ﹤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% | +$20K | ﹤0.01% | 465 |
|
|
2017
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 884 |
|
|
2017
Q3 | – | Sell |
-13
| Closed | -$3K | – | 343 |
|
|
2017
Q2 | $3K | Sell |
13
-199
| -94% | -$45.9K | ﹤0.01% | 641 |
|
|
2017
Q1 | $44K | Buy |
+212
| New | +$44K | ﹤0.01% | 320 |
|
|
2016
Q2 | – | Sell |
-99
| Closed | -$17K | – | 727 |
|
|
2016
Q1 | $17K | Buy |
+99
| New | +$17K | ﹤0.01% | 367 |
|
|
2015
Q2 | – | Sell |
-15
| Closed | -$3K | – | 638 |
|
|
2015
Q1 | $3K | Buy |
+15
| New | +$3K | ﹤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 | +$20K | 0.01% | 223 |
|