Heritage Wealth Management (Arizona)’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 | $235K | Hold |
600
| – | – | 0.13% | 149 |
|
|
2024
Q1 | $239K | Hold |
600
| – | – | 0.12% | 152 |
|
|
2023
Q4 | $226K | Buy |
+600
| New | +$226K | 0.12% | 149 |
|
|
2022
Q4 | $412K | Buy |
1,242
+621
| +100% | +$206K | 0.06% | 249 |
|
|
2022
Q3 | $178K | Hold |
621
| – | – | 0.06% | 248 |
|
|
2022
Q2 | $191K | Hold |
621
| – | – | 0.06% | 241 |
|
|
2022
Q1 | $215K | Buy |
+621
| New | +$215K | 0.06% | 260 |
|
|
2021
Q3 | $203K | Hold |
600
| – | – | 0.07% | 213 |
|
|
2021
Q2 | $207K | Hold |
600
| – | – | 0.08% | 218 |
|
|
2021
Q1 | $198K | Buy |
+600
| New | +$198K | 0.11% | 163 |
|