GYL Financial Synergies’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 | $971K | Hold |
2,294
| – | – | 0.07% | 189 |
|
|
2024
Q2 | $897K | Buy |
2,294
+32
| +1% | +$12.5K | 0.07% | 186 |
|
|
2024
Q1 | $900K | Sell |
2,262
-50
| -2% | -$19.9K | 0.07% | 191 |
|
|
2023
Q4 | $871K | Buy |
2,312
+50
| +2% | +$18.8K | 0.07% | 194 |
|
|
2023
Q3 | $758K | Hold |
2,262
| – | – | 0.07% | 201 |
|
|
2023
Q2 | $778K | Hold |
2,262
| – | – | 0.07% | 201 |
|
|
2023
Q1 | $752K | Sell |
2,262
-5
| -0.2% | -$1.66K | 0.09% | 147 |
|
|
2022
Q4 | $751K | Buy |
2,267
+5
| +0.2% | +$1.66K | 0.16% | 86 |
|
|
2022
Q3 | $650K | Hold |
2,262
| – | – | 0.18% | 78 |
|
|
2022
Q2 | $696K | Hold |
2,262
| – | – | 0.19% | 74 |
|
|
2022
Q1 | $785K | Sell |
2,262
-455
| -17% | -$158K | 0.19% | 70 |
|
|
2021
Q4 | $987K | Hold |
2,717
| – | – | 0.27% | 62 |
|
|
2021
Q3 | $919K | Hold |
2,717
| – | – | 0.47% | 49 |
|
|
2021
Q2 | $937K | Hold |
2,717
| – | – | 0.48% | 46 |
|
|
2021
Q1 | $897K | Hold |
2,717
| – | – | 0.49% | 45 |
|
|
2020
Q4 | $831K | Hold |
2,717
| – | – | 0.48% | 49 |
|
|
2020
Q3 | $754K | Hold |
2,717
| – | – | 0.49% | 47 |
|
|
2020
Q2 | $701K | Hold |
2,717
| – | – | 0.51% | 45 |
|
|
2020
Q1 | $596K | Buy |
2,717
+455
| +20% | +$99.8K | 0.38% | 52 |
|
|
2019
Q4 | $645K | Hold |
2,262
| – | – | 0.29% | 64 |
|
|
2019
Q3 | $609K | Hold |
2,262
| – | – | 0.3% | 65 |
|
|
2019
Q2 | $601K | Buy |
2,262
+27
| +1% | +$7.17K | 0.32% | 59 |
|
|
2019
Q1 | $579K | Hold |
2,235
| – | – | 0.33% | 58 |
|
|
2018
Q4 | $521K | Buy |
+2,235
| New | +$521K | 0.38% | 53 |
|