Johnson Midwest Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.24M | Sell |
12,647
-29,867
| -70% | -$10M | 9.48% | 3 |
|
|
2023
Q2 | $14.6M | Buy |
42,514
+42,194
| +13,186% | +$14.5M | 12.97% | 6 |
|
|
2023
Q1 | $107K | Buy |
320
+1
| +0.3% | +$333 | 0.15% | 51 |
|
|
2022
Q4 | $106K | Sell |
319
-97
| -23% | -$32.2K | 0.39% | 45 |
|
|
2022
Q3 | $120 | Buy |
416
+100
| +32% | +$29 | 0.46% | 40 |
|
|
2022
Q2 | $97K | Buy |
316
+60
| +23% | +$18.4K | 0.13% | 54 |
|
|
2022
Q1 | $89K | Sell |
256
-60,445
| -100% | -$21M | 0.13% | 57 |
|
|
2021
Q4 | $22.1M | Buy |
60,701
+60,447
| +23,798% | +$22M | 16.54% | 1 |
|
|
2021
Q3 | $86K | Buy |
254
+1
| +0.4% | +$339 | 0.07% | 64 |
|
|
2021
Q2 | $87K | Buy |
253
+1
| +0.4% | +$344 | 0.09% | 58 |
|
|
2021
Q1 | $83K | Sell |
252
-10
| -4% | -$3.29K | 0.09% | 58 |
|
|
2020
Q4 | $80K | Buy |
+262
| New | +$80K | 0.08% | 66 |
|