Heritage Wealth Management (Arizona)’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$235K	Hold
2024 Q1	$239K	Hold
2023 Q4	$226K	Buy
2022 Q4	$412K	Buy
2022 Q3	$178K	Hold
2022 Q2	$191K	Hold
2022 Q1	$215K	Buy
2021 Q3	$203K	Hold
2021 Q2	$207K	Hold
2021 Q1	$198K	Buy