Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-1,056
| Closed | -$446K | – | 697 |
|
|
2024
Q3 | $446K | Sell |
1,056
-446
| -30% | -$188K | 0.13% | 148 |
|
|
2024
Q2 | $587K | Hold |
1,502
| – | – | 0.16% | 119 |
|
|
2024
Q1 | $597K | Sell |
1,502
-7
| -0.5% | -$2.78K | 0.18% | 114 |
|
|
2023
Q4 | $568K | Buy |
1,509
+431
| +40% | +$162K | 0.19% | 104 |
|
|
2023
Q3 | $361K | Buy |
+1,078
| New | +$361K | 0.13% | 145 |
|
|
2023
Q1 | $503K | Buy |
+1,512
| New | +$503K | 0.19% | 105 |
|
|
2022
Q4 | – | Sell |
-927
| Closed | -$266K | – | 494 |
|
|
2022
Q3 | $266K | Hold |
927
| – | – | 0.11% | 165 |
|
|
2022
Q2 | $285K | Hold |
927
| – | – | 0.13% | 160 |
|
|
2022
Q1 | $322K | Buy |
927
+8
| +0.9% | +$2.78K | 0.13% | 153 |
|
|
2021
Q4 | $334K | Buy |
+919
| New | +$334K | 0.12% | 155 |
|