Institutional & Family Asset 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
Q2 | $222K | Sell |
569
-22
| -4% | -$8.6K | 0.03% | 141 |
|
|
2024
Q1 | $235K | Sell |
591
-27
| -4% | -$10.7K | 0.04% | 136 |
|
|
2023
Q4 | $233K | Sell |
618
-48
| -7% | -$18.1K | 0.04% | 137 |
|
|
2023
Q3 | $223K | Hold |
666
| – | – | 0.04% | 136 |
|
|
2023
Q2 | $229K | Hold |
666
| – | – | 0.04% | 136 |
|
|
2023
Q1 | $221K | Sell |
666
-106
| -14% | -$35.2K | 0.04% | 137 |
|
|
2022
Q4 | $256K | Hold |
772
| – | – | 0.04% | 128 |
|
|
2022
Q3 | $222K | Sell |
772
-147
| -16% | -$42.3K | 0.04% | 130 |
|
|
2022
Q2 | $283K | Buy |
919
+2
| +0.2% | +$616 | 0.05% | 120 |
|
|
2022
Q1 | $318K | Buy |
917
+4
| +0.4% | +$1.39K | 0.05% | 126 |
|
|
2021
Q4 | $332K | Sell |
913
-89
| -9% | -$32.4K | 0.05% | 132 |
|
|
2021
Q3 | $339K | Sell |
1,002
-160
| -14% | -$54.1K | 0.05% | 139 |
|
|
2021
Q2 | $401K | Sell |
1,162
-356
| -23% | -$123K | 0.07% | 130 |
|
|
2021
Q1 | $501K | Sell |
1,518
-440
| -22% | -$145K | 0.1% | 123 |
|
|
2020
Q4 | $599K | Buy |
1,958
+57
| +3% | +$17.4K | 0.13% | 109 |
|
|
2020
Q3 | $527K | Buy |
1,901
+757
| +66% | +$210K | 0.12% | 103 |
|
|
2020
Q2 | $295K | Buy |
1,144
+105
| +10% | +$27.1K | 0.06% | 138 |
|
|
2020
Q1 | $228K | Sell |
1,039
-3,318
| -76% | -$728K | 0.05% | 136 |
|
|
2019
Q4 | $1.24M | Buy |
4,357
+1,221
| +39% | +$348K | 0.26% | 81 |
|
|
2019
Q3 | $844K | Buy |
3,136
+2,113
| +207% | +$569K | 0.19% | 90 |
|
|
2019
Q2 | $272K | Sell |
1,023
-500
| -33% | -$133K | 0.06% | 145 |
|
|
2019
Q1 | $395K | Buy |
1,523
+466
| +44% | +$121K | 0.08% | 129 |
|
|
2018
Q4 | $247K | Buy |
1,057
+5
| +0.5% | +$1.17K | 0.06% | 148 |
|
|
2018
Q3 | $278K | Buy |
1,052
+4
| +0.4% | +$1.06K | 0.06% | 159 |
|
|
2018
Q2 | $254K | Sell |
1,048
-1,019
| -49% | -$247K | 0.05% | 161 |
|
|
2018
Q1 | $499K | Sell |
2,067
-827
| -29% | -$200K | 0.11% | 112 |
|
|
2017
Q4 | $716K | Sell |
2,894
-328
| -10% | -$81.2K | 0.14% | 92 |
|
|
2017
Q3 | $721K | Buy |
3,222
+1,989
| +161% | +$445K | 0.14% | 101 |
|
|
2017
Q2 | $263K | Buy |
1,233
+7
| +0.6% | +$1.49K | 0.06% | 115 |
|
|
2017
Q1 | $253K | Sell |
1,226
-925
| -43% | -$191K | 0.08% | 114 |
|
|
2016
Q4 | $425K | Buy |
2,151
+939
| +77% | +$186K | 0.13% | 101 |
|
|
2016
Q3 | $222K | Buy |
1,212
+7
| +0.6% | +$1.28K | 0.07% | 112 |
|
|
2016
Q2 | $216K | Sell |
1,205
-376
| -24% | -$67.4K | 0.08% | 111 |
|
|
2016
Q1 | $275K | Hold |
1,581
| – | – | 0.1% | 114 |
|
|
2015
Q4 | $275K | Buy |
+1,581
| New | +$275K | 0.1% | 113 |
|