Iams Wealth Management’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
Q1
Sell
-2,947
Closed -$1.11M 117
2023
Q4
$1.11M Buy
2,947
+60
+2% +$22.6K 0.72% 47
2023
Q3
$967K Buy
+2,887
New +$967K 0.67% 52
2023
Q1
Sell
-2,158
Closed -$715K 103
2022
Q4
$715K Buy
+2,158
New +$715K 0.73% 45