Hall Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.29M | Sell |
3,857
-61
| -2% | -$20.4K | 0.87% | 21 |
|
|
2023
Q2 | $1.35M | Buy |
3,918
+562
| +17% | +$193K | 0.73% | 25 |
|
|
2023
Q1 | $1.12M | Buy |
3,356
+2,403
| +252% | +$799K | 0.58% | 34 |
|
|
2022
Q4 | $316K | Buy |
953
+27
| +3% | +$8.95K | 0.18% | 41 |
|
|
2022
Q3 | $266K | Buy |
+926
| New | +$266K | 0.15% | 34 |
|
|
2021
Q4 | – | Sell |
-1,071
| Closed | -$362K | – | 47 |
|
|
2021
Q3 | $362K | Sell |
1,071
-2,371
| -69% | -$801K | 0.23% | 38 |
|
|
2021
Q2 | $1.19M | Buy |
+3,442
| New | +$1.19M | 0.77% | 28 |
|
|
2020
Q4 | $1.27M | Buy |
+4,165
| New | +$1.27M | 1.05% | 24 |
|