Halpern Financial’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 | $13.1K | Hold |
31
| – | – | ﹤0.01% | 150 |
|
|
2024
Q2 | $12.1K | Buy |
+31
| New | +$12.1K | ﹤0.01% | 151 |
|
|
2024
Q1 | – | Sell |
-21
| Closed | -$7.86K | – | 221 |
|
|
2023
Q4 | $7.86K | Hold |
21
| – | – | ﹤0.01% | 189 |
|
|
2023
Q3 | $7.03K | Buy |
+21
| New | +$7.03K | ﹤0.01% | 170 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$6.63K | – | 186 |
|
|
2022
Q4 | $6.63K | Sell |
20
-13
| -39% | -$4.31K | ﹤0.01% | 148 |
|
|
2022
Q3 | $9.48K | Buy |
+33
| New | +$9.48K | ﹤0.01% | 145 |
|