Guardian Capital 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 |
-625
| Closed | -$236K | – | 175 |
|
|
2024
Q1 | $236K | Hold |
625
| – | – | 0.03% | 158 |
|
|
2023
Q4 | $236K | Buy |
+625
| New | +$236K | 0.02% | 159 |
|
|
2023
Q3 | – | Sell |
-750
| Closed | -$258K | – | 171 |
|
|
2023
Q2 | $258K | Buy |
750
+125
| +20% | +$43K | 0.03% | 147 |
|
|
2023
Q1 | $210K | Buy |
+625
| New | +$210K | 0.02% | 141 |
|
|
2014
Q4 | – | Sell |
-2,380
| Closed | -$455K | – | 181 |
|
|
2014
Q3 | $455K | Hold |
2,380
| – | – | 0.08% | 128 |
|
|
2014
Q2 | $404K | Buy |
+2,380
| New | +$404K | 0.07% | 141 |
|